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Tata India Tax Savings Fund

Tata India Tax Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.40

as on 24 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,827 today.

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NAV Performance

Tata India Tax Savings Fund performance graph for last 3 years
Performance of Tata India Tax Savings Fund for last 3 Years

Fund Information

  • ₹ 25.704

    as on 24 May 2022
  • Regular - Growth

  • 16 / 37

  • ₹ 500

  • ₹ 2,889 Cr.

    as on 31 Dec 2021
  • 2.11%

  • 13 Oct 2014

  • Equity - ELSS

  • Nifty 500 TRI

  • Tata Mutual Fund

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  • Data not available.

Highlights of this fund

Tata India Tax Savings Fund is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 13 Oct 2014. This fund is offered by one of the top AMC (Assets Management Company) Tata Mutual Fund. You can also view here all other Equity funds offered by Tata Mutual Fund.

Latest NAV of the fund is ₹ 25.704 as on 24 May 2022.

This fund has 7 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.11%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

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.

List of Fund Managers of Tata India Tax Savings Fund

  • About Tejas Gutka

    Picture of Tejas  Gutka

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -3.91% 6.82% -3.57% 17.83% 61.14% 30.73% 21.42% 20.03% 2.71% 36.59% 39.59% 27.97% 22.59%
Category Average -7.31% -1.55% -9.75% 5.67% 33.89% 12.43% 10.75% 15.12% -9.07% 14.22% 16.18% 12.41% 13.36%
Tata India Tax Savings Fund -7.27%₹ 9,273 -1.12%₹ 9,888 -8.27%₹ 9,173 6.59%₹ 10,658 -6.58%₹ 11,570 33.73%₹ 17,912 14.58%₹ 27,725 11.40%₹ 13,827 15.52%₹ 45,300 11.20%₹ 17,006 12.29%₹ 81,666 - -
DSP Tax Saver Fund -7.28%₹ 9,271 -0.99%₹ 9,901 -8.51%₹ 9,148 5.07%₹ 10,507 -8.48%₹ 11,445 36.81%₹ 18,749 17.11%₹ 28,393 14.77%₹ 15,122 18.68%₹ 47,373 12.41%₹ 17,953 14.78%₹ 86,852 17.25%₹ 49,146 15.39%₹ 2,68,622
Mirae Asset Tax Saver Fund -7.48%₹ 9,251 -0.87%₹ 9,912 -9.61%₹ 9,038 5.15%₹ 10,514 -8.78%₹ 11,425 40.46%₹ 19,766 16.54%₹ 28,241 16.55%₹ 15,840 19.62%₹ 48,000 15.41%₹ 20,478 16.32%₹ 90,204 - -
Quant Tax Plan -8.96%₹ 9,104 6.82%₹ 10,681 -5.33%₹ 9,467 14.41%₹ 11,440 2.71%₹ 12,174 61.14%₹ 26,033 36.59%₹ 33,712 30.73%₹ 22,356 39.59%₹ 62,697 21.42%₹ 26,405 27.97%₹ 1,19,501 20.03%₹ 62,157 22.59%₹ 3,96,116
BOI AXA Tax Advantage Fund -9.66%₹ 9,033 -3.22%₹ 9,677 -13.41%₹ 8,658 3.72%₹ 10,371 -14.98%₹ 11,008 35.64%₹ 18,428 13.71%₹ 27,500 19.34%₹ 17,004 19.46%₹ 47,897 15.24%₹ 20,332 15.86%₹ 89,183 16.22%₹ 45,002 15.25%₹ 2,66,551
Canara Robeco Equity Tax Saver Fund -6.66%₹ 9,333 -3.77%₹ 9,623 -10.94%₹ 8,906 4.88%₹ 10,488 -10.96%₹ 11,280 34.30%₹ 18,066 14.12%₹ 27,606 15.67%₹ 15,483 18.17%₹ 47,036 14.43%₹ 19,628 15.88%₹ 89,219 15.49%₹ 42,247 14.79%₹ 2,60,087

Portfolio Holdings

Portfolio holdings pattern of Tata India Tax Savings Fund as on 25 May 2022 are listed below:

  • Equity Holdings:

    98.62%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.36%

Top Sector Holdings of Tata India Tax Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.05% ₹ 748.21 Cr.
Computers - Software 10.78% ₹ 322.12 Cr.
Refineries/Marketing 6.64% ₹ 198.40 Cr.
Pharmaceuticals 5.64% ₹ 168.73 Cr.
Engineering, designing, construction 4.48% ₹ 133.68 Cr.
Others 47.41% -

Top Stock Holdings of Tata India Tax Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.53% ₹ 254.85 Cr.
ICICI Bank Ltd. 8.23% ₹ 245.73 Cr.
State Bank Of India 5.70% ₹ 170.37 Cr.
HDFC Bank Ltd. 5.62% ₹ 167.91 Cr.
Reliance Industries Ltd. 5.35% ₹ 159.85 Cr.
Others 66.57% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.00%
Repo 0.85%
Net Receivables -0.49%