Tata Asset Management Limited

TATA India Tax Savings Fund-Growth-Regular Plan

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return16.3%
  • 3 yr return23.8%
  • 5 yr return11.8%
  • Expense Ratio1.89%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees3174
  • NAVRupees30.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Provide Medium To Long Term Capital Gains Along With Income Tax Relief To Its Unitholders While Emphasizing The Importance Of Capital Appreciation.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HDFC BANK LTD 6.9
  • ICICI BANK LTD 6.7
  • RELIANCE INDUSTRIES LTD 5.1
  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD 5
  • INFOSYS LTD 4.5
  • STATE BANK OF INDIA 4.5
  • AXIS BANK LTD 3.9
  • LARSEN & TOUBRO LTD 2.9
  • BHARTI AIRTEL LTD 2.8
  • RADICO KHAITAN LTD 2.3
  • FEDERAL BANK LTD 2.1
  • Sectors %
  • Banks25.4
  • Industrial Products8.8
  • Internet and Technology8.1
  • Finance7.7
  • Automobiles6.5

Fund House