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) ` 2008.76
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 2.1

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 1.32% 1.32%
3 Month 11.27% 11.41%
6 Month 1.59% 3.93%
1 Year 13.10% 14.95%
3 Year 13.69% 17.08%
5 Year 11.05% 8.88%
Since Inception 18.72% 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