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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

Top Ranked

29.5353

NAV (Jan 17)

17.3%
5 Year CAGR
Scripbox Opinion

Top Ranked

Tata India Tax Savings Fund (Growth) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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 ->

Track Record

8 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

2,987 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore similar funds with a Scripbox plan. Explore the plan below.
Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

29.5353

NAV (Jan 17)

Fund Returns

Last 1Y

31.9%

Last 3Y

20.3%

Last 5Y

17.3%

Last 10Y

NA

Since Inception

16.1%

6 Month CAGR

16.2%

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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

1.96

Launched (8y ago)

Oct 13, 2014

AUM in Crores

2986.479

ISIN

INF277K01I52

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Ennette Fernandes

Fund Manager

user-avatar

Rupesh Patel

Fund Manager

user-avatar

Tejas Gutka

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 85,492 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    21.2%

    13%

    41.3%

    26.1%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

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    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    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 16.1% over a period of 7 years. The fund was previously known as Tata L/T Equity Reg Gr. The fund is managed by Tata Asset Management Limited. The fund managers are Ennette Fernandes, Rupesh Patel, Tejas Gutka.

    Nav of Tata India Tax Savings Fund (G) as of 17/01/2022 is ₹29.54 with the total AUM as of 18/01/2022 is ₹2986.479. 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 4 fund in Equity and delivered 31.9% 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).

    Frequently Asked Questions

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