Tata Infrastructure Tax Saving Fund Growth

Equity
Tax Planning
High Risk
3Y Lock In
1M
All
NAV: 27 Mar 2019
₹23.76
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹4.69Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (22)

NameSectorInstrumentAssets
FinancialEquity9.26%
ConstructionEquity8.16%
ConstructionEquity7.08%
FinancialEquity6.57%
ConstructionEquity6.15%
Power Grid Corporation of India Ltd.
EnergyEquity5.97%
Gujarat State Petronet Ltd.
EnergyEquity5.53%
EngineeringEquity5.52%
ConstructionEquity5.08%
EngineeringEquity4.18%
EngineeringEquity4.08%
ConstructionEquity3.93%
State Bank of India
FinancialEquity3.90%
FinancialEquity3.48%
ConstructionEquity3.01%
ABB Ltd.
EngineeringEquity2.71%
EngineeringEquity2.65%
Kalpataru Power Transmission Ltd.
ConstructionEquity2.55%
Sadbhav Infrastructure Project Ltd.
ConstructionEquity2.24%
Container Corpn. Of India Ltd.
ServicesEquity2.05%
NBCC India Ltd.
ConstructionEquity1.35%
Ingersoll Rand India Ltd.
EngineeringEquity0.63%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Tax Planning
Absolute returns
3M3M6MAll
Fund returnsNANANANA
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.56%

Inclusive of GST

Exit load

For investments less than Rs. 2 crores, entry load of 2.25% is applicable.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Rupesh Patel
Jan 2014 - Present
View details

Education
Mr. Rupesh is a B.E.(Civil) and MBA (Finance)
Experience
Prior to joining Nippon India Mutual Fund, he has worked with Tata Asset Management Limited, Indiareit Fund Advisors Pvt. Ltd. and Credit Analysis & Research Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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