Best SIP Funds to Invest Online
HOW HAS Tata India Tax Savings FUND PERFORMED?
With a 10-year return of 11.9%, the Fund has outperformed both the category average (10.4%) and the benchmark index (7.3%).
Tata India Tax Savings fund has outperformed the category average over the past decade.
As on 30 Jan 2018
Annualised Performance (%)
The fund has outperformed across time periods.
As on 30 Jan 2018
Yearly Performance (%)
The fund has not been consistent in recent years.
BASIC FACTS
DATE OF LAUNCH: 31 MAR 1996
CATEGORY : EQUITY
TYPE : TAX SAVING
AVERAGE AUM : Rs 1,091.89 CR
BENCHMARK : S&P BSE SENSEX INDEX
WHAT IT COSTS
NAVs*
GROWTH OPTION : Rs 18
EXIT LOAD : NONE
DIVIDEND OPTION : Rs 81
MINIMUM INVESTMENT : Rs 500
MINIMUM SIP AMOUNT : Rs 500
EXPENSE RATIO (%) : 2.4
As on 30 Jan 2018
FUND MANAGER : RUPESH PATEL
TENURE: 2 YEARS AND 8 MONTHS
EDUCATION: B.E AND MBA
WHERE DOES THE FUND INVEST?
The fund's portfolio is heavily diversified with modest exposure to top bets.
How Risky Is It?
The fund's risk-return profile is superior to many of its peers.
Wherever not specified, data as on 31 dec 2017. Source: Value Research
Should You Buy Tata India Tax Savings
This tax-saving fund has no market-cap bias. However, it retains a slant towards mid-sized firms compared to peers, evident in its lower portfolio market-cap. The fund manager prefers growth businesses with scalability and capital efficiency. He adopts a basket approach to portfolio construction, with multiple picks across market-caps within each sectoral bet. Over the past one year, the portfolio size has grown resulting in a heavily diversified approach with modest exposure in the fund's top picks. While the fund has not been consistent in recent years, it has outperformed its category across time periods. With a much superior risk-return profile compared to most peers, it can be a worthy pick, if it displays greater consistency in outperformance.
The fund has outperformed across time periods.
As on 30 Jan 2018
Yearly Performance (%)
The fund has not been consistent in recent years.
BASIC FACTS
DATE OF LAUNCH: 31 MAR 1996
CATEGORY : EQUITY
TYPE : TAX SAVING
AVERAGE AUM : Rs 1,091.89 CR
BENCHMARK : S&P BSE SENSEX INDEX
WHAT IT COSTS
NAVs*
GROWTH OPTION : Rs 18
EXIT LOAD : NONE
DIVIDEND OPTION : Rs 81
MINIMUM INVESTMENT : Rs 500
MINIMUM SIP AMOUNT : Rs 500
EXPENSE RATIO (%) : 2.4
As on 30 Jan 2018
FUND MANAGER : RUPESH PATEL
TENURE: 2 YEARS AND 8 MONTHS
EDUCATION: B.E AND MBA
WHERE DOES THE FUND INVEST?
The fund's portfolio is heavily diversified with modest exposure to top bets.
How Risky Is It?
The fund's risk-return profile is superior to many of its peers.
Wherever not specified, data as on 31 dec 2017. Source: Value Research
Should You Buy Tata India Tax Savings
This tax-saving fund has no market-cap bias. However, it retains a slant towards mid-sized firms compared to peers, evident in its lower portfolio market-cap. The fund manager prefers growth businesses with scalability and capital efficiency. He adopts a basket approach to portfolio construction, with multiple picks across market-caps within each sectoral bet. Over the past one year, the portfolio size has grown resulting in a heavily diversified approach with modest exposure in the fund's top picks. While the fund has not been consistent in recent years, it has outperformed its category across time periods. With a much superior risk-return profile compared to most peers, it can be a worthy pick, if it displays greater consistency in outperformance.
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