| Category: Equity: ELSS |
| Launch Date: 13-10-2014 |
| Asset Class: Equity |
| Benchmark: S&P BSE SENSEX TRI |
| Expense Ratio: 2.31% As on (30-06-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,854.97 Cr As on (30-06-2020) |
| Turn over: 30.81 |
17.4862
0.01 (0.0824%)
10.07%
S&P BSE SENSEX TRI 5.27%
PERFORMANCE of Tata India Tax Savings Fund-Growth-Regular Plan
Scheme Performance (%) Data as on - 07-08-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Tata India Tax Savings Fund-Growth-Regular Plan | 1.5 | 1.79 | 6.97 | - | 10.07 |
| S&P BSE SENSEX TRI | -28.82 | -6.05 | -0.51 | 5.07 | 5.27 |
| Equity: ELSS | 4.39 | 0.92 | 4.98 | 9.37 | 10.85 |
Yearly Performance (%)
Fund Managers
Ennette Fernandes
Investment Objective
The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.
RETURNS CALCULATOR for Tata India Tax Savings Fund-Growth-Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Tata India Tax Savings Fund-Growth-Regular Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata India Tax Savings Fund-Growth-Regular Plan | - | - | 2.53 | 0.77 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of Tata India Tax Savings Fund-Growth-Regular Plan
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Tata India Tax Savings Fund-Growth-Regular Plan | 13-10-2014 | 1.5 | -0.92 | 1.79 | 6.97 | 0.0 |
| Quant Tax Plan-Growth | 01-04-2000 | 23.79 | 6.68 | 6.3 | 12.31 | 7.65 |
| BOI AXA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 21.34 | 0.98 | 5.93 | 7.6 | 9.54 |
| Parag Parikh Tax Saver Fund- Regular Growth | 05-07-2019 | 16.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth | 31-03-1993 | 12.74 | 4.05 | 7.28 | 7.45 | 10.51 |
| Shriram Long Term Equity Fund - Regular Growth | 18-01-2019 | 10.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Union Long Term Equity Fund - Growth Option | 23-12-2011 | 10.33 | 1.47 | 3.5 | 3.21 | 0.0 |
| Aditya Birla Sun Life Tax Relief 96 - Growth Option | 05-03-1996 | 8.52 | -2.43 | 2.78 | 6.23 | 10.26 |
| UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option | 01-08-2005 | 8.37 | -0.59 | 2.11 | 4.9 | 8.31 |
| Invesco India Tax Plan - Growth | 29-12-2006 | 8.35 | -0.63 | 4.73 | 6.87 | 11.52 |