Tata India Tax Savings Fund
500
Min SIP
500
Min Lumpsum
0.76 %
Expense Ratio
Rating
3,174
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 | 17.2% | 25.3% | 13.3% | 15.2% | ||||
| Category Average | 15.8% | 25.5% | 12.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Reliance Industr
Infosys
H D F C
Others
Advance Ratio
0.11
Alpha
4.25
SD
0.94
Beta
0.49
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 .
-
- 3,559
-
22.1%Fund Size - 3,559
-
28%Fund Size - 3,559
-
16%Fund Size - 3,559
-
- Equity .
- ELSS .
-
- 4,740
-
16.6%Fund Size - 4,740
-
27.8%Fund Size - 4,740
-
12.2%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 11,451
-
17.1%Fund Size - 11,451
-
27.1%Fund Size - 11,451
-
8.6%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 966
-
16.8%Fund Size - 966
-
26.1%Fund Size - 966
-
11.6%Fund Size - 966
-
- Equity .
- ELSS .
-
- 10,161
-
15.8%Fund Size - 10,161
-
24.6%Fund Size - 10,161
-
13%Fund Size - 10,161
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
How to invest in Tata India Tax Savings Fund ?
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"
What is the NAV of Tata India Tax Savings Fund ?
The NAV of Tata India Tax Savings Fund is ₹33.9 as of 08 June 2023.
How to redeem Tata India Tax Savings Fund 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?
The minimum SIP amount of Tata India Tax Savings Fund is ₹500
What are the top sectors Tata India Tax Savings Fund has invested in??
The top sectors Tata India Tax Savings Fund has invested in are
- ICICI Bank - 6.78%
- HDFC Bank - 6.46%
- Reliance Industr - 5.13%
- Infosys - 4.7%
- H D F C - 4.67%
How much returns have Tata India Tax Savings Fund generated ?
The Tata India Tax Savings Fund has delivered 15.2% since inception
What is the expense ratio of Tata India Tax Savings Fund ?
The expense ratio of Tata India Tax Savings Fund is 0.76 % as of 08 June 2023.
What is the AUM of Tata India Tax Savings Fund?
The AUM of Tata India Tax Savings Fund is ₹88,392 Cr as of 08 June 2023
What are the top stock holdings of Tata India Tax Savings Fund?
The top stock holdings of Tata India Tax Savings Fund are
- ICICI Bank - 6.78%
- HDFC Bank - 6.46%
- Reliance Industr - 5.13%
- Infosys - 4.7%
- H D F C - 4.67%