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Home > Products > Equity Funds > Tata Tax Saving Fund

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
Load Structure Entry Load:
For Each Investment amount < Rs. 2 Crores - 2.25%.
For Each Investment amount >= Rs. 2 crore - Nil.
No entry load will be charged on investment made by the Fund of Fund Scheme.
Exit Load - Nil.
Minimum Application Amount Rs.500/- and thereafter in multiples of Rs.500/-

 

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