Formerly Tata L/T Equity Reg Gr
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The performance of the fund on a Fund Size metric has been Good
The fund has been a Category Leader on the Outperformance Consistency metric
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 22)
6 Month CAGR
To provide medium to long term capital gains along with income tax relief to its Unitholders,while at all times emphasising the importance of capital appreciation. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Launched (9y ago)
Oct 13, 2014
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata India Tax Savings Fund (Growth)||947,477||214,865||10.5%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
hdfc bank ltd6.8%
icici bank ltd6.5%
reliance industries ltd5.1%
housing development finance corp ltd4.9%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,641 cr
₹ 10,129 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 102,906 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata India Tax Savings Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.9% over a period of 8 years. The fund was previously known as Tata L/T Equity Reg Gr. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Tejas Gutka.
Nav of Tata India Tax Savings Fund (G) as of 3/22/2023 is ₹27.88 with the total AUM as of 3/23/2023 is ₹3078.132. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Tax Savings Fund (G) was launched on Oct 13, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata India Tax Savings Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Tata India Tax Savings Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Tata India Tax Savings Fund (G) is rated as a 3 fund in Equity and delivered 0.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata India Tax Savings Fund (G).
What is Tata India Tax Savings Fund (G)?
How to invest in Tata India Tax Savings Fund (G)?
You can invest in Tata India Tax Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata India Tax Savings Fund (G)?
The minimum sip amount for Tata India Tax Savings Fund (G) is ₹500. You can invest in multiples of ₹500.
Is Tata India Tax Savings Fund (G) good to invest in?
As per Scripbox experts, Tata India Tax Savings Fund (G) is a Neutral fund. You can investTata India Tax Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata India Tax Savings Fund (G)?
The expense ratio of the Tata India Tax Savings Fund (G) is 2.06% for regular plan.