Tata India Tax Savings Fund-Growth-Direct Plan

Tata India Tax Savings Fund-Growth-Direct Plan of Tata Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.14

Age

NA Years

Fund Manager

Rupesh Patel

AuM (Rs Crores)

1416.5929

Asset Class

ELSS

Net Asset Value:

17.8266

Rating

3

Benchmark

S&P BSE Sensex TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

32.21%

Fund Manager Details:

Rupesh Patel Graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat. He has more than 14 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Objective:

The investments objective of the scheme will be to provide medium to long term capital gains along with income tax/capital gains tax relief to its unitholders, while at all times emphasising the importance of capital appreciation

Top Holdings:

  • Banks (27.1)
  • Finance (9.6)
  • Pharmaceuticals (6.69)
  • FMCG (4.6)
  • Retail (4.59)
  • Refineries (3.96)
  • Construction (3.51)
  • Cement (3.34)
  • IT - Software (3.32)
  • Capital Goods - Electrical Equipment (3.3)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition