| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.08% |
| NAV | ₹55.01 (23 Oct 2020) |
|---|---|
| Fund Started | 31 Mar 1996 |
| Fund Size | ₹2,070 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 14.7% |
| Infosys Ltd. | Technology | Equity | 9.6% |
| HDFC Bank Ltd. | Financial | Equity | 7.8% |
| ICICI Bank Ltd. | Financial | Equity | 7.0% |
| State Bank of India | Financial | Equity | 4.8% |
| Bharti Airtel Ltd. | Communication | Equity | 4.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.0% |
| Jubilant FoodWorks Ltd. | Services | Equity | 3.2% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 3.0% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.9% |
Tata India Tax Savings Fund Dividend is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 31 Mar 1996. Rupesh Patel is the Current Fund Manager of Tata India Tax Savings Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹2,070 Cr and the Latest NAV as of 23 Oct 2020 is ₹55.01.
The Tata India Tax Savings Fund Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500.
The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.