Tata India Tax Savings Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To provide medium to long term capital gains along with income tax relief to its unitholders while emphasizing the importance of capital appreciation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata India Tax Savings Fund-Growth-Direct Plan 4.76 15.82 56.66 24.05 16.74 17.74
S&P BSE SENSEX - TRI 3.24 15.32 51.53 22.61 18.06 14.08

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata India Tax Savings Fund-Growth-Direct Plan Oct 13, 2014 Unrated 56.66 24.05 16.74 0.75 2,952.63
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 63.17 25.99 19.28 0.74 34,370.78
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 Unrated 34.90 14.91 12.78 0.91 14,854.52
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 71.48 16.88 9.89 0.99 12,466.99
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 59.10 21.62 14.03 1.23 10,861.71
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 67.46 22.31 15.79 1.17 10,028.81

Fund Holdings as on 30-September-2021

  • ICICI BANK LTD

  • INFOSYS LTD

  • STATE BANK OF INDIA

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • AXIS BANK LTD

  • BHARTI AIRTEL LTD

  • HINDALCO INDUSTRIES LTD

  • LARSEN & TOUBRO LTD

  • HCL TECHNOLOGIES LTD

  • KEI INDUSTRIES LTD

  • POLYCAB INDIA LTD

  • VOLTAS LTD

  • ASHOK LEYLAND LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • ULTRATECH CEMENT LTD

  • TATA MOTORS LTD

  • SBI LIFE INSURANCE COMPANY LTD

  • CIPLA LTD

  • NTPC LTD

  • BRIGADE ENTERPRISES LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • TECH MAHINDRA LTD

  • GRAPHITE INDIA LTD

  • TUBE INVESTMENTS OF INDIA LTD

  • ERIS LIFESCIENCES LTD

  • A) REPO

  • AKZO NOBEL INDIA LTD

  • CYIENT LTD

  • BAJAJ FINSERV LTD

  • AMBUJA CEMENTS LTD

  • PI INDUSTRIES LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • KNR CONSTRUCTIONS LTD

  • MINDA INDUSTRIES LTD

  • WELSPUN INDIA LTD

  • CASH / NET CURRENT ASSET

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • IPCA LABORATORIES LTD

  • V-MART RETAIL LTD

  • BHARAT ELECTRONICS LTD

  • CUMMINS INDIA LTD

  • GUJARAT STATE PETRONET LTD

  • K.P.R. MILL LTD

  • CITY UNION BANK LTD

  • AIA ENGINEERING LTD

  • ENDURANCE TECHNOLOGIES LTD

  • HINDUSTAN AERONAUTICS LTD

  • CRAFTSMAN AUTOMATION LTD

  • BHARTI AIRTEL LTD (RIGHT 27/09/2021)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Cable

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Miscellaneous

  • Air Conditioners

  • Insurance

  • Power Generation/Distribution

  • Construction - Real Estate

  • Textile

  • Electrodes & Welding Equipment

  • Engineering - Industrial Equipments

  • Cycles

  • Paints

  • Auto Ancillary

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Finance - Asset Management

  • Retailing

  • Diesel Engines

  • Gas Transmission/Marketing

  • Airlines

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Fund Manager

  • Education:BSc, MMS (Finance)
  • Experience:14
  • Basic Details:
  • Funds Managed:
  • Cash

  • Equity

  • Rights

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About Tata India Tax Savings Fund

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Scheme Analysis

Tata India Tax Savings Fund is a Equity - ELSS fund and belongs to Tata Mutual Fund. It was launched on 13-Oct-2014 and currently has an AUM of ₹2,952.63 crore. Tata India Tax Savings Fund is benchmarked against S&P BSE SENSEX - TRI as primary index.

The NAV of Tata India Tax Savings Fund ended down ₹-0.15(-0.49%)yesterday to ₹31.3464.

Among its top 3 holdings the fund has exposure to ICICI BANK LTD, and

The Tata India Tax Savings Fund is managed by Tejas Gutka .

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782