Tata India Tax Saving Fund

Mutual Fund

By Rajendra Apr 19, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

HDFC Bank ICICI Bank Infosys Reliance HDFC 6.84 6.64 5.39 5.12 4.91 Total - 28.90

Business that have long runway for growth & have some sort of market leadership in product category

Financial Service

35.50 10.53 9.21 6.42 5.91

Consistency in generating profit & have capable management team

Scheme Performance

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Cyclical business which the market believe are in down cycle, while there are indications of a recovery.

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 11,960 43,959 82,224 -0.62% 13.37% 12.53% Monthly SIP of 1,000

Mutual Fund

Tata India Tax Saving Fund

Category

Inception

Benchmark

AUM - 3,073 Cr

Fund Manager

Tejas Gutka