Changes time to time
NAV as on 14th Dec, 2018
|NIFTY 50 Total Return||4.02||2.17||-6.03||6.85||13.68||13.24||15.34|
As on December 14, 2018
|Risk Measures (%)||Mean||Std Dev||Sharpe||Sortino||Beta||Alpha|
|NIFTY 50 Total Return*||10.78||14.33||0.31||0.51||-||-|
As on Nov 30, 2018. *As on Oct 31, 2018
Tata India Tax Savings Fund is an open-ended equity ELSS fund. The launch date of this fund is 31st March 1996. Tata India Tax Savings Fund is managed by Mr. Rupesh Patel and Ms. Ennette Fernandes. You can invest in ELSS Mutual Fund to save your tax under section 80C and also you will get high returns as this fund invests in equity. The minimum investment for Tata India Tax Savings Fund is Rs. 500 which is very low. You can invest in both Tata India Tax Savings Fund Growth and Tata India Tax Savings Fund Dividend but it is advisable to invest in Tata India Tax Savings Fund growth for better return. The expense ratio for Tata India Tax Savings Fund regular is 2.10% (as per 28th Feb 2019). The AUM of Tata India Tax Savings Fund is Rs. 1770cr (as on 31st Mar 2019). You also can invest in mutual fund online. Tata India Tax Savings Fund has 97.81% investment in Indian stocks of which 78.55% is in large cap stocks, 11.91% is in mid cap stocks and 7.36% is in small cap stocks and 0.76% in debt securities. Investors who are looking for tax saving and investing for same time Tata India Tax Savings Fund is best for them. It comes with three years of lock in periods. And Investor also can face moderate losses.