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Asset Size:2139Cr
Expense Ratio:2.09%
Fund Manager(s):Rupesh Patel,Ennette Fernandes,
5year Returns:10.09%

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Tata India Tax Savings Fund Regular Growth

Tata       

Tax Savings
ELSS (Tax Savings)

Nav : 18.9994 ( -0.77%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

10.09%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since October 13th, 2014

12.69%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

55.2L

Projected Maturity Amount

1.1Cr

Tata     

Tax Savings
ELSS (Tax Savings)

Nav : 18.9994 ( -0.77%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

55.2L

Projected Maturity Amount

1.1Cr

Rank (of 245)

5

Annualized Returns(5 yrs)

10.09%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since October 13th, 2014

12.69%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Tata
Launch Date
October 13th, 2014
Expense Ratio
2.09%
Fund Category Risk
High
Std Dev (1Yr)
12.845
Std Dev (3Yr)
13.911
Std Dev (5Yr)
15.094
Asset Size
2139Cr
Investment Details
Investment Plan
Growth
Return since Launch
12.69 %
Exit Load
No Exit Load
Contact Details
Phone No.
+91 22 6657 8282