F U N D   O V E R V I E W

Tata India Tax Savings Fund is an open-ended Equity Linked Tax Saving Scheme (ELSS) with a compulsory lock-in period of 3 years.
The fund offers dual advantage of Tax Benefit of Rs.1,50,000 u/s 80C of the Income Tax Act and the long-term upside potential of the Indian equity market.

K e y   A t t r i b u t e s

Tata India Tax Savings Fund - An open-ended ELSS

Blend of both ‘Value’ and ‘Growth’ style of investing

Tata India Tax Savings Fund - An open-ended ELSS

Invests across market capitalization

Tata India Tax Savings Fund - An open-ended ELSS

Tax Benefit of up to Rs.1,50,000 u/s 80C of the Income Tax Act

Tata India Tax Savings Fund - An open-ended ELSS

Lock-in period of 3 years

Tata India Tax Savings Fund - An open-ended ELSS

Invest as low as Rs. 500 & in multiples of Rs. 500

W h o   S h o u l d   I n v e s t   ?

Tata India Tax Savings Fund - An open-ended ELSS
  • Investors looking to save tax and at the same time opportunities to grow money
  • Investors who aim to seek capital appreciation opportunities in medium to long term horizon

Note: Investors are advised to consult their tax advisor with respect to the specific tax implications arising by investing in this scheme

S c h e m e   D e t a i l s

Type of Scheme An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
Category of the Scheme ELSS
Investment Objective The investment objective of the Scheme is to provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.
Benchmark S&P BSE SENSEX
Load Structure
  • Entry Load: Nil
  • Exit Load: Lock-in for 3 years, Nil after 3 years
Plan & Options
  • Regular Plans (Routed through Distributor) with Growth & Dividend Options.
  • Direct Plans with Growth & Dividend Options.
Investment Amount
  • Min. Purchase Amount: 500 & in multiple of 500/- thereafter
  • Min. Additional Purchase Amount: 500 & in multiple of 500/- thereafter

Fund Manager

  • Rupesh Patel - Managing Since 1st April 2015 and overall experience of 17 years
  • Ennette Fernandes (Assistant Fund Manager) - Managing Since 18th June 2018 and overall experience of 9 years

^ Saving of Rs. 46,800 (including cess) on account of investment u/s 80C is calculated as per the highest tax slab applicable for income less than Rs. 50 lakhs for FY 19-20. This deduction is allowed to an individual or an HUF. The information contained herein is of general nature and to illustrate tax saving potential of ELSS and is not a tax advice. Investors are advised to consult their Tax Advisor before investing.

Tata India Tax Savings Fund is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • An equity linked savings scheme (ELSS) Investing predominantly in Equity & Equity related instruments

Investors should consult their financial advisors if in doubt about Whether the product is suitable for them.

Tata India Tax Savings Fund - An open-ended ELSS

Corporate Office Address:

Tata Asset Management Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051

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