Tata India Tax Savings Fund

Equity | ELSS Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.75 % 0★ ₹3,190 8 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.75 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹3,190 Cr 8 Years
Rating Fund Size Fund Age

Scheme 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

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 13.3% 18.6% 13.2% 16.3%
Category Average 7.9% 19.0% 13.3% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
7.78%
HDFC Bank
6.12%
St Bk of India
5.88%
Infosys
5.59%
Reliance Industr
5.39%
Others
69.24%
Banks
27.46%
Industrial Products
8.56%
Finance
7.55%
Petroleum Products
5.39%
Telecommunication Serv
3.29%
Others
47.75%
Equity
98.33%
Reverse Repos
1.86%
Net Curr Ass/Net Receivables
-0.2%
Others
0.01%

Fund House Details

Tata Mutual Fund

Tata India Tax Savings Fund

Fund Manager
Tejas Gutka

Exit Load

Exit Load Nil

Advance Ratio

0.01 1.11 0.93 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Tata Mutual Fund
AUM:
88,392 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

You can invest in Tata India Tax Savings Fund 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 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"
The Tata India Tax Savings Fund has delivered 16.3% since inception
The NAV of Tata India Tax Savings Fund is ₹34.1 as of 02 December 2022.
The expense ratio of Tata India Tax Savings Fund is 0.75 % as of 02 December 2022.
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”.
Invest Now