Tata India Tax Savings Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
0.75 %
Expense Ratio
Rating
3,555
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.4% | 24.9% | 16.9% | 15.9% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.04
Alpha
4.1
SD
0.95
Beta
1.62
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The investments objective of the scheme will be to provide medium to long term capital gains along with income tax/capital gains tax relief to its unitholders, while at all times emphasising the importance of capital appreciation
Fund Managers
Tejas Gutka
Mr Vikram Gutka has more than 14 years of experience in the equity and fixed income markets. Both a Master of Management Studies (Finance) and a Bachelor of Science in Mathematics are held by Mr Gutka.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 5,246
-
25.3%Fund Size - 5,246
-
29.7%Fund Size - 5,246
-
15.3%Fund Size - 5,246
-
- Equity .
- ELSS .
-
- 12,543
-
23.3%Fund Size - 12,543
-
28.8%Fund Size - 12,543
-
12.4%Fund Size - 12,543
-
- Equity .
- ELSS .
-
- 4,088
-
23.6%Fund Size - 4,088
-
26.5%Fund Size - 4,088
-
18.1%Fund Size - 4,088
-
- Equity .
- ELSS .
-
- 1,084
-
19.2%Fund Size - 1,084
-
25.6%Fund Size - 1,084
-
14.7%Fund Size - 1,084
-
- Equity .
- ELSS .
-
- 11,227
-
18.7%Fund Size - 11,227
-
25.2%Fund Size - 11,227
-
14.5%Fund Size - 11,227
AMC Contact Details
Tata Mutual Fund
AUM:
1,11,184 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata India Tax Savings Fund – Direct Growth ?
You can invest in Tata India Tax Savings Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata India Tax Savings Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata India Tax Savings Fund – Direct Growth ?
The NAV of Tata India Tax Savings Fund – Direct Growth is ₹37.4 as of 29 September 2023.
How to redeem Tata India Tax Savings Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata India Tax Savings Fund – Direct Growth?
The minimum SIP amount of Tata India Tax Savings Fund – Direct Growth is ₹500
What are the top sectors Tata India Tax Savings Fund – Direct Growth has invested in?
The top sectors Tata India Tax Savings Fund – Direct Growth has invested in are
- Banks - 27.77%
- Industrial Products - 8.73%
- IT-Software - 6.84%
- Auto Components - 6.32%
- Petroleum Products - 4.84%
Can I make investments in both the SIP and Lump Sum schemes of Tata India Tax Savings Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Tata India Tax Savings Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Tata India Tax Savings Fund – Direct Growth generated ?
The Tata India Tax Savings Fund – Direct Growth has delivered 15.9% since inception
What is the expense ratio of Tata India Tax Savings Fund – Direct Growth ?
The expense ratio of Tata India Tax Savings Fund – Direct Growth is 0.75 % as of 29 September 2023.
What is the AUM of Tata India Tax Savings Fund – Direct Growth?
The AUM of Tata India Tax Savings Fund – Direct Growth is ₹1,11,184 Cr as of 29 September 2023
What are the top stock holdings of Tata India Tax Savings Fund – Direct Growth?
The top stock holdings of Tata India Tax Savings Fund – Direct Growth are
- HDFC Bank - 9.55%
- ICICI Bank - 6.27%
- Infosys - 4.68%
- Reliance Industr - 4.57%
- St Bk of India - 3.95%
How can I redeem my investments in Tata India Tax Savings Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata India Tax Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata India Tax Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.