Tata India Tax Savings Fund Regular Growth
Medium
Risk
Equity
Elss Fund
+
16.73
%
16.73
%
3Y annualised
+
0.26
%
0.26
%
1D
1M
6M
1Y
3Y
All
Fund size
3987
NAV:
Mar 7, 2024
37.87
Sector
Tech
Type
Equity
Launched
Oct 2014
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.55
%
ICICI Bank Ltd
6.09
%
Reliance Industries Ltd
4.91
%
Infosys Ltd
4.83
%
State Bank of India
4.66
%
Axis Bank Ltd
3.48
%
Larsen & Toubro Ltd
3.05
%
NTPC Ltd
2.88
%
Bharti Airtel Ltd
2.63
%
HCL Technologies Ltd
2.11
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Tata India Tax Savings Fund Regular Growth
More details
Investment objective
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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