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    • 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

    27.986

    NAV (Sep 23)

    14.8%
    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

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

    Relative Size

    2,888 Cr. Large within the category

    Category View

    Superior. The category has a superior 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

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    Historical NAV

    27.986

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    59.4%
    Last 3Y
    18.2%
    Last 5Y
    14.8%
    Last 10Y
    NA
    Since Inception
    16%
    6 Month CAGR
    19.7%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.99
    Launched (7y ago)
    Oct 13, 2014
    AUM in Crores
    2887.966
    ISIN
    INF277K01I52
    Lock-in
    3
    Benchmark
    S&P BSE SENSEX 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%₹ 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.

    build-long-item-wealth-img

    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.

    • Inflation beating returns
      Inflation beating returns
    • Save Tax
      Save Tax
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Tata Asset Management Limited

    Tata Asset Management Limited manages assets worth 81,268 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

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

    5.1%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    20.7%

    13%

    top-ranked-badge

    17.7%

    16.5%

    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

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Tata India Tax Savings Fund (G)

    About Tata India Tax Savings Fund (G)

    Tata India Tax Savings Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 16% over a period of 6 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

    Tata India Tax Savings Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata India Tax Savings Fund (G) NAV,AUM,Risk

    The Tata India Tax Savings Fund (G) fund was launched on Oct 13, 2014. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-09-23 is ₹27.99. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹2887.966. The category risk of the Tata India Tax Savings Fund (G) fund is Very High Risk. The fund charges 1.99 % as expense ratio.

    Tata India Tax Savings Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.1% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , hdfc bank ltd , state bank of india , reliance industries ltd , housing development finance corp ltd , axis bank ltd , bharti airtel ltd , hindalco industries ltd , larsen & toubro ltd , polycab india ltd , hcl technologies ltd , voltas ltd , ultratech cement ltd , pi industries ltd , sun pharmaceuticals industries ltd , ashok leyland ltd , sbi life insurance company limited , tata motors ltd , cipla ltd , bharat petroleum corp ltd , kei industries ltd , tech mahindra ltd , brigade enterprises ltd , graphite india ltd , tube investments of india ltd ordinary shares , ntpc ltd , eris lifesciences ltd registered shs , akzo nobel india ltd , ambuja cements ltd , knr constructions ltd , cyient ltd , bajaj finserv ltd , crompton greaves consumer electricals ltd , a) repo , ipca laboratories ltd , uti asset management co ltd , cholamandalam investment and finance co ltd , minda industries ltd , v-mart retail ltd , gujarat state petronet ltd , endurance technologies ltd , cummins india ltd , aia engineering ltd , city union bank ltd , welspun india ltd , bharat electronics ltd , k.p.r. mill ltd , hindustan aeronautics ltd ordinary shares , net current liabilities

    Tata India Tax Savings Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Tata India Tax Savings Fund (G) Investment volatility and Horizon

    This fund 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 S&P BSE SENSEX TR INR

    Tata India Tax Savings Fund (G) Review

    Tata India Tax Savings Fund (G) has a score of 4 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Tata India Tax Savings Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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