Equity
Direct
Equity - Other
NAV as on 06-12-2024
₹ 10.17
▲0.3%
1D
Inception Returns
1.7%
/yr
Tata India Innovation Fund Direct Growth is an equity fund. This fund was started on 28 November, 2024. The fund is managed by Meeta Shetty. The fund could potentially beat inflation in the long-run.
Tata India Innovation Fund Direct Growth has given a CAGR return of 1.67% since inception.
Tata India Innovation Fund Direct Growth has allocated its funds majorly in . Its top holdings are
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from adoption of innovative strategies & theme.
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata India Innovation Fund Direct Growth has no lock in period.
Expense ratio | -- |
Benchmark | Nifty 500 TRI |
AUM | ₹0 Cr |
Inception Date | 28 November, 2024 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
Tata India Innovation Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata India Innovation Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata India Innovation Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata India Innovation Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata India Innovation Fund Direct Growth | - | - | - |