Tata India Tax Savings Fund (D)

Tata India Tax Savings Fund (D)

AMC Name: Tata Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex TRI
Fund Manager Rupesh Patel
Fund Horizon OPEN
Inception Date 31-Mar-1996
Scheme AUM(CR) ` 1814.81
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 2.12

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.69% -2.23%
3 Month -6.47% -5.87%
6 Month -4.94% -3.21%
1 Year -2.20% -0.71%
3 Year 7.00% 9.83%
5 Year 10.30% 7.57%
Since Inception 18.39% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others