Tata India Tax Savings Fund Growth Direct Plan
Equity
Direct
Very High Risk
Elss (Tax Savings)
NAV: ₹ 30.2 as on 03-12-2021
INDmoney RANK
14
/31
among Elss (Tax Savings) Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
41%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
40%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
80%
About the Fund
Tata India Tax Savings Fund Growth Direct Plan is an equity fund. This fund was started on 13 October, 2014. The fund is managed by Tejas Gutka. The fund could potentially beat inflation in the long-run.
Key parameters
1) Tata India Tax Savings Fund Growth Direct Plan has a NAV of 30.2104 as on 04-Dec-2021.
2) Tata India Tax Savings Fund Growth Direct Plan has 2998 Cr worth of assets under management (AUM) as on 04-Dec-2021 and is more than category average.
3) The fund has an expense ratio 0.74 %.
Fund Overview
Expense ratio | 0.74% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹2998 Cr | |
Inception Date | 13 October, 2014 | |
Min Lumpsum/SIP | ₹500/₹500 | |
Exit Load | 0% | |
Lock In | 3 Years | |
TurnOver | 0% |
Fund Distribution
Size breakup
Large cap
76.85%
Mid cap
22.51%
Small cap
0.64%
Sector Allocation
| Financial Services | 37.6% |
| Industrial | 15.9% |
| Tech | 11.3% |
| Cyclical | 8.6% |
| Energy | 7.2% |
| Basic Materials | 7.1% |
| Health | 5.6% |
| Communication | 2.9% |
| Utilities | 2.2% |
| Real Estate | 1.5% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings2
Fund Highlights
About the fund
This fund has delivered an average annual returns of 16.9% since inception which is more than its category average return of 15.14%
Fund Allocations
This fund has an allocation of 98.9% in Equity, 0% in Debt and 1.1% in Cash related instruments
AUM size ₹2998 Cr
This fund has AUM of ₹2998 Cr which is more than its category average of ₹ 2725 Cr
Expense Ratio 0.74%
This fund has an expense ratio of 0.74% which is less than its category average expense ratio of 1.6%
Fund Manager
Tejas Gutka
0 Years experience
AMC details
Fund House
Tata Asset Management Limited
Email
kiran@tataamc.com
Phone
+912266578282
Address
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India
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Frequently Asked Questions
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What is the worth of total assets under management (AUM) of Tata India Tax Savings Fund Growth Direct Plan fund ?
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