Home > Products > Equity Funds > Tata Tax Saving Fund

| Type of Scheme |
An open-ended Equity Linked Saving Scheme (ELSS) for residents. |
| Launch Date |
December 20, 1995 |
| Fund Objective |
To provide medium to long term capital gains along with income tax relief to its unitholders while emphasizing the importance of capital appreciation. |
| Asset Allocation |
| Instrument |
Proportion ** % of funds available |
Risk Profile |
| Minimum Upto |
Likely Around |
Maximum
Upto |
| Equity & Equity Related Insturments ( Listed/Unlisted ) |
- |
80 |
100 |
High |
| Debt & Debt Related (Listed/ Securitised) |
- |
10 |
20 |
Low to Medium |
| Debt & Debt Related (Unlisted/ Securitised) |
|
5 |
10 |
Low to Medium |
| Money Market |
- |
5 |
100 |
Sovereign |
| Total |
|
100 |
|
|
Investment by the scheme in securitised debt, will not normally exceed 20% of the debt investment in the scheme.
** At the time of investment |
|
| Liquidity |
NAV calculation on all business days |
| Options Available |
Dividend |
| Minimum Application Amount |
Rs.500/- and thereafter in multiples of Rs.500/- |