- Mutual Funds
- TATA Mutual Fund
- Tata India Tax Savings Fund (Growth)
Formerly Tata L/T Equity Reg Gr
Tata India Tax Savings Fund (Growth)
₹ 27.8807
NAV (Mar 22)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 27.8807
NAV (Mar 22)
Fund Returns
Last 1Y | 0.9% |
Last 3Y | 24.9% |
Last 5Y | 10.5% |
Last 10Y | NA |
Since Inception | 12.9% |
6 Month CAGR | -4.8% |
Scheme Information
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 | 2.06 |
Launched (9y ago) | Oct 13, 2014 |
AUM in Crores | 3078.132 |
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) | 0.59 |
Sharpe Ratio (5yr) | 0.338 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata India Tax Savings Fund (Growth) | 947,477 | 214,865 | 10.5% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
6.8%icici bank ltd
6.5%infosys ltd
5.6%reliance industries ltd
5.1%housing development finance corp ltd
4.9%Allocation by Sector
financial services
35.3%industrials
17.4%technology
9%consumer cyclical
8.9%healthcare
5.5%Compare Tata India Tax Savings Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
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 | |
|---|---|---|---|
32.5% | 15% | ||
4.2% | 7% | ||
26.4% | 15.9% | ||
33.9% | 13.5% | ||
32.5% | 15% |
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 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).
Frequently Asked Questions
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.