Tata India Tax Savings Fund Direct Growth-1.48%

5Groww
-4.73%
1 Year Return
Equity
ELSS
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata India Tax Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.66%
NAV19.53 (09 Jul 2019)
Fund Started14 Oct 2014
Fund Size1,815 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata India Tax Savings Fund Direct Growth
-4.7%
8.8%
12.9%
15.4%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -4.7% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. Exit load is zero
    Cons
    1. Age is less than 5 years
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.3%
    HDFC Bank Ltd.FinancialEquity7.6%
    Axis Bank Ltd.FinancialEquity5.4%
    State Bank of IndiaFinancialEquity5.4%
    Infosys Ltd.TechnologyEquity4.3%
    Kotak Mahindra Bank Ltd.FinancialEquity4.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
    Reliance Industries Ltd.EnergyEquity3.6%
    Tata Consultancy Services Ltd.TechnologyEquity3.0%
    Havells India Ltd.EngineeringEquity2.9%
    See All

    Fund Managers

    addEnnettee Fernandes
    Education
    Mr. Fernandes is B.com & PGDBM
    Experience
    Prior to joining TATA Mutual Fund he has worked with Phillip Capital India Pvt. Limited as Junior Research Analyst on FMCG sector.
    Funds Managed

    Other Details

    Tata India Tax Savings Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 14 Oct 2014. Rupesh Patel is the Current Fund Manager of Tata India Tax Savings Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,815 Cr and the Latest NAV as of 09 Jul 2019 is ₹19.53.

    The Tata India Tax Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    Seeks to provide long term capital gains along with tax benefits to unitholders.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    30 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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