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Tata India Tax Savings Fund (Growth)

Formerly Tata L/T Equity Reg Gr
Returns (3yrs)
3.94 %
Latest NAV
17.71

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Total Investment
Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 14th of August, 06:52 AM

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.

Fund Managers

  • profile-pic
    Ennette Fernandes
    profile-pic
    Rupesh Patel
  • expense-ratio
    Expense Ratio
    2.31
    benchmark
    Benchmark
    S&P BSE SENSEX TR INR
  • Aum image
    AUM
    ₹ 1996.57 Crores
    ISIN
    ISIN
    INF277K01I52
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 06:52 AM

Top Holding

Reliance Industries Ltd
14%
Infosys Ltd
10%
Hdfc Bank Ltd
7%
Icici Bank Ltd
7%
Bharti Airtel Ltd
6%

Top Sectors

Financial Services
30%
Energy
18%
Technology
10%
Consumer Cyclical
8%
Healthcare
8%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

as on 14th of August, 06:52 AM
  • Of
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Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 06:52 AM
Minimum SIP Amount
500
Minimum Lumpsum Amount
500
Lumpsum Multiple
500
SIP Multiple
500

About the Fund

Tata India Tax Savings Fund Regular Growth is a Tax Saving Equity fund and has delivered an annualised return of 3.94% over a period of 3 years. The fund is managed by Tata Asset Management Limited. The fund managers names are Ennette Fernandes, Rupesh Patel. 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. The fund charges 2.31000%. The minimum SIP amount for this is ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.