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  • TATA Mutual Fund
  • Tata India Tax Savings Fund (Growth)

Formerly Tata L/T Equity Reg Gr

TATA Mutual Fund

Tata India Tax Savings Fund (Growth)

EquityTax Saving

30.2803

NAV (Nov 25)

11.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

30.2803

NAV (Nov 25)

Fund Returns

Last 1Y

7.5%

Last 3Y

16.5%

Last 5Y

11.2%

Last 10Y

NA

Since Inception

14.6%

6 Month CAGR

18.6%

Scheme Information

Investment Objective

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.

Expense Ratio

1.97

Launched (8y ago)

Oct 13, 2014

AUM in Crores

3190.548

ISIN

INF277K01I52

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

22.1

Standard Deviation (5yr)

19.8

Beta (3yr)

0.97

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.607

Sharpe Ratio (5yr)

0.391

YTM

0

Fund Managers

Tejas Gutka

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

7.8%
7.8%

hdfc bank ltd

6.1%
6.1%

state bank of india

5.9%
5.9%

infosys ltd

5.6%
5.6%

reliance industries ltd

5.4%
5.4%
See all holdings

Allocation by Sector

financial services

38.2%
38.2%

industrials

16.8%
16.8%

technology

8.8%
8.8%

consumer cyclical

7.3%
7.3%

healthcare

6.4%
6.4%
See all sectors

Compare Tata India Tax Savings Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.8%

    16.5%

    20.9%

    16.3%

    23.4%

    13.9%

    24.9%

    16.4%

    23.4%

    13.9%

    Tata India Tax Savings Fund (G) Review

    Tata India Tax Savings Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 14.6% 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 11/25/2022 is ₹30.28 with the total AUM as of 11/26/2022 is ₹3190.548. 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 7.5% 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).

    Frequently Asked Questions

    What is Tata India Tax Savings Fund (G)?

    Tata India Tax Savings Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 1.97% for regular plan.