Tata India Tax Savings

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. 

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