Risk | Moderately High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 2.04% |
NAV | ₹65.21 (25 Jan 2021) |
---|---|
Fund Started | 31 Mar 1996 |
Fund Size | ₹2,481 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
Infosys Ltd. | Technology | Equity | 9.6% |
ICICI Bank Ltd. | Financial | Equity | 8.8% |
HDFC Bank Ltd. | Financial | Equity | 8.7% |
Reliance Industries Ltd. | Energy | Equity | 8.6% |
State Bank of India | Financial | Equity | 5.9% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.8% |
Bharti Airtel Ltd. | Communication | Equity | 4.7% |
Axis Bank Ltd. | Financial | Equity | 4.0% |
Divi's Laboratories Ltd. | Healthcare | Equity | 2.9% |
Kotak Mahindra Bank Ltd. | Financial | 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 ₹2,481 Cr and the Latest NAV as of 25 Jan 2021 is ₹65.21.
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%.