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Tata India Tax Savings Fund IDCW+0.86%

53.75%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata India Tax Savings Fund IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio2.03%
NAV₹62.20 (22 Apr 2021)
Fund Started31 Mar 1996
Fund Size2,637 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
53.8%
8.6%
13.3%
13.8%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
24
15
13
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 53.8% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 10Y Returns are higher than the category average returns
4. Exit load is zero
Cons
1. Higher expense ratio - 2.03%

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity9.2%
ICICI Bank Ltd.FinancialEquity9.1%
HDFC Bank Ltd.FinancialEquity8.5%
State Bank of IndiaFinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity6.6%
Axis Bank Ltd.FinancialEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
Bharti Airtel Ltd.CommunicationEquity3.4%
Ultratech Cement Ltd.ConstructionEquity3.2%
Mahindra & Mahindra Ltd.AutomobileEquity2.8%
See All

Fund Managers

Rupesh Patel
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Tejas Gutka
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Tata India Tax Savings Fund IDCW Details

Tata India Tax Savings Fund IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹2,637 Cr and the Latest NAV as of 22 Apr 2021 is ₹62.20.

The Tata India Tax Savings Fund IDCW is rated Very High risk. Minimum SIP Investment is set to 500.

Investment Objective

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.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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