Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Tax Saving IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
7.3%
ICICI Bank Ltd
6.6%
Infosys Ltd
4.2%
Reliance Industries Ltd
4.0%
State Bank of India
3.9%
Bharti Airtel Ltd
3.8%
Axis Bank Ltd
3.3%
A) Repo
2.9%
NTPC Ltd
2.8%
Larsen & Toubro Ltd
2.8%
Top industry exposure
Financial Services
33.9%
Consumer Cyclical
14.5%
Industrials
13.1%
Basic Materials
7.1%
Technology
6.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
Lock-in period
3Y
Exit load
No exit load
Fund objective
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.