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  • TATA Mutual Fund
  • Tata India Tax Savings Fund of (PIDCW-A)

Formerly Tata India Tax Savings Reg DP

TATA Mutual Fund

Tata India Tax Savings Fund of (PIDCW-A)

EquityTax Saving

70.4296

NAV (Sep 29)

8.2%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 3,119 Cr

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

View all 7 analysis

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Invest in this fund

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

70.4296

NAV (Sep 29)

Fund Returns

Last 1Y

-7.3%

Last 3Y

11%

Last 5Y

8.2%

Last 10Y

13.9%

Since Inception

17.4%

6 Month CAGR

-7.5%

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 (26y ago)

Mar 31, 1996

AUM in Crores

3118.974

ISIN

INF277K01I60

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

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 2022-09-29

Top Stock Holdings

icici bank ltd

8%
8%

hdfc bank ltd

6.2%
6.2%

state bank of india

5.9%
5.9%

reliance industries ltd

5.7%
5.7%

infosys ltd

5.6%
5.6%
See all holdings

Allocation by Sector

financial services

38.3%
38.3%

industrials

17.7%
17.7%

technology

8.7%
8.7%

consumer cyclical

7.5%
7.5%

energy

5.7%
5.7%
See all sectors

Compare Tata India Tax Savings Fund of (PIDCW-A)

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

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 90,612 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

    23.3%

    15.7%

    20.2%

    16.2%

    20.9%

    13.7%

    23.4%

    15.6%

    20.9%

    13.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Tata India Tax Savings Fund of (PIDCW-A) Review

    Tata India Tax Savings Fund of (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 17.4% over a period of 26 years. The fund was previously known as Tata India Tax Savings Reg DP. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Tejas Gutka.

    Nav of Tata India Tax Savings Fund of (PIDCW-A) as of 9/29/2022 is ₹70.43 with the total AUM as of 9/30/2022 is ₹3118.974. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Tax Savings Fund of (PIDCW-A) was launched on Mar 31, 1996. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Tata India Tax Savings Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) is rated as a 3 fund in Equity and delivered -7.3% 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 of (PIDCW-A).

    Frequently Asked Questions

    What is Tata India Tax Savings Fund of (PIDCW-A)?

    Tata India Tax Savings Fund of (PIDCW-A) 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 of (PIDCW-A)?

    You can invest in Tata India Tax Savings Fund of (PIDCW-A) 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 of (PIDCW-A)?

    The minimum sip amount for Tata India Tax Savings Fund of (PIDCW-A) is ₹500. You can invest in multiples of ₹500.

    Is Tata India Tax Savings Fund of (PIDCW-A) good to invest in?

    As per Scripbox experts, Tata India Tax Savings Fund of (PIDCW-A) is a Neutral fund. You can investTata India Tax Savings Fund of (PIDCW-A) 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 of (PIDCW-A)?

    The expense ratio of the Tata India Tax Savings Fund of (PIDCW-A) is 1.97% for regular plan.