Tata India Tax Savings Fund Overview
Category ELSS (Tax Saving) Fund
BMSMONEY Rank 25
BMSMONEY Rating
Growth Option As On: 16-04-2024
NAV ₹38.04 (R) -0.16% ₹42.93 (D) -0.16%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 33.34% 19.04% 16.01% 13.96% -%
LumpSum Dir. P 34.83% 20.46% 17.52% 15.45% -%
SIP Reg. P 27.08% 18.3% 19.42% 16.48% -%
SIP Dir. P 28.51% 19.65% 20.89% 17.91% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.68 0.37 0.82 2.83% 0.09
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.83% -13.28% -10.19% 0.94 8.79%

NAV Date: 16-04-2024

Scheme Name NAV Rupee Change Percent Change
Tata India Tax Savings Fund-Growth-Regular Plan 38.04
-0.0600
-0.1600%
Tata India Tax Savings Fund-Growth-Direct Plan 42.93
-0.0700
-0.1600%
Tata India Tax Savings Fund- Regular Plan - Payout of IDCW Option 88.59
-0.1400
-0.1600%
Tata India Tax Savings Fund- Direct Plan - Payout of IDCW Option 196.27
-0.3100
-0.1600%

Review Date: Feb. 29, 2024

Performance of the Tata India Tax Savings Fund has been analyzed on 21 performance parameters. Out of nine return parameters, the fund has zero return parameters in first quartile; whereas one risk parameter (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile. Based on this performance Tata India Tax Savings Fund has achieved 25th (out of 35 funds), which is poor rank in the ELSS (Tax Saving) Fund category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The ELSS (Tax Saving) Fund category has 35 funds.
Using a composite performance score, our ranking methodology takes into account the fund's return, the risk it carries, and its risk-adjusted performance during the last three years. This composite performance score then becomes the basis for ranking funds within the category.

The Tata India Tax Savings Fund has poor return performance, as all 1 year and above return parameters are below average in ELSS (Tax Saving) Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Tata India Tax Savings Fund has given return of 1.95% in last one month which is very poor as it is in the fourth quartile in ELSS (Tax Saving) Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Tata India Tax Savings Fund has given return of 7.47% in last three month which is very poor as it is in the fourth quartile in ELSS (Tax Saving) Fund.
  3. 6 Month Return%: Six month return shows funds performance in short period of time, the Tata India Tax Savings Fund has given return of 13.1% in last six month which is very poor as it is in the fourth quartile in ELSS (Tax Saving) Fund.
  4. 1 Year Return%: The Tata India Tax Savings Fund has given return of 31.02% in last one year which is very poor as it is in the fourth quartile in ELSS (Tax Saving) Fund. The one year return rank of Tata India Tax Savings Fund is 28 in 35 funds. The investment of ₹ 10,000 in this fund would have become ₹ 13102.0 in one year.
  5. 3 Year Return%: The Tata India Tax Savings Fund has given return of 16.61% in last three year which is poor as it is in the below average with return rank of 21 in 33 funds. in ELSS (Tax Saving) Fund.
  6. 5 Year Return%: The Tata India Tax Savings Fund has given return of 17.25% in last five year which is poor as it is in the below average with return rank of 18 in 31 funds. in ELSS (Tax Saving) Fund.
  7. 1 Year SIP Return%: The Tata India Tax Savings Fund has given return of 32.75% in last one year which is very poor as it is in the fourth quartile with rank of 27 in 35 funds. in ELSS (Tax Saving) Fund.
  8. 3 Year SIP Return%: The Tata India Tax Savings Fund has given return of 18.78% in last three year which is poor as it is in the below average with return rank of 24 in 33 funds. in ELSS (Tax Saving) Fund.
  9. 5 Year SIP Return%: The Tata India Tax Savings Fund has given return of 19.59% in last five year which is poor as it is in the below average with return rank of 21 in 31 funds. in ELSS (Tax Saving) Fund.
    10. '
'

The Tata India Tax Savings Fund has average risk performance, as more than 25% risk parameters are above average ELSS (Tax Saving) Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Tata India Tax Savings Fund has standard deviation of 12.83 which is poor as it is in the below average with risk rank of 21 in 33 funds. in ELSS (Tax Saving) Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Tata India Tax Savings Fund has semi deviation of 8.79 which is good as it is above average with risk rank of 20 in 33 funds. in ELSS (Tax Saving) Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Tata India Tax Savings Fund has max drawdown of -10.19% which is very good as it is in the top quartile with risk rank of 7 in 33 funds. in ELSS (Tax Saving) Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Tata India Tax Savings Fund has 1Y VaR at 95% of -13.28% which is good as it is above average with risk rank of 13 in 33 funds. in ELSS (Tax Saving) Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Tata India Tax Savings Fund has average drawdown of -4.93% which is good as it is above average with risk rank of 19 in 33 funds. in ELSS (Tax Saving) Fund.
    6. '
'

The Tata India Tax Savings Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in ELSS (Tax Saving) Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Tata India Tax Savings Fund has Sterling Ratio of 0.82 which is poor as it is in the below average with risk rank of 17 in 33 funds. in ELSS (Tax Saving) Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Tata India Tax Savings Fund has Sortino Ratio of 0.37 which is poor as it is in the below average with risk rank of 24 in 33 funds. in ELSS (Tax Saving) Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Tata India Tax Savings Fund has Jensen Alpha of 2.83% which is good as it is above average with risk rank of 14 in 33 funds. in ELSS (Tax Saving) Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Tata India Tax Savings Fund has Treynor Ratio of 0.09 which is very poor as it is in the fourth quartile with risk rank of 25 in 33 funds. in ELSS (Tax Saving) Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Tata India Tax Savings Fund has Modigliani Square Measure of 16.7% which is very poor as it is in the fourth quartile with risk rank of 26 in 33 funds. in ELSS (Tax Saving) Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Tata India Tax Savings Fund has Alpha of 1.93% which is good as it is above average with risk rank of 11 in 33 funds. in ELSS (Tax Saving) Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 3.55
3.39
0.97 | 8.56 14 | 35
Yes
No
No
3M Return % 4.30
5.64
1.07 | 12.27 25 | 35
No
No
No
6M Return % 13.19
17.17
8.68 | 33.05 28 | 35
No
No
Yes
1Y Return % 33.34
38.65
23.26 | 60.60 26 | 35
No
No
No
3Y Return % 19.04
20.06
11.28 | 31.34 17 | 33
No
No
No
5Y Return % 16.01
16.86
9.95 | 31.27 16 | 31
No
No
No
7Y Return % 13.96
14.47
10.22 | 24.41 15 | 29
No
No
No
1Y SIP Return % 27.08
33.85
18.11 | 62.36 26 | 35
No
No
No
3Y SIP Return % 18.30
20.42
13.92 | 32.25 24 | 33
No
No
No
5Y SIP Return % 19.42
21.06
13.27 | 36.30 21 | 31
No
No
No
7Y SIP Return % 16.48
17.64
11.10 | 29.99 17 | 29
No
No
No
Standard Deviation 12.83
12.70
9.92 | 16.81 21 | 33
No
No
No
Semi Deviation 8.79
8.84
7.09 | 11.91 20 | 33
Yes
No
No
Max Drawdown % -10.19
-12.33
-22.81 | -6.28 7 | 33
Yes
Yes
No
VaR 1 Y % -13.28
-14.08
-20.17 | -11.38 13 | 33
Yes
No
No
Average Drawdown % -4.93
-5.05
-8.14 | -2.87 19 | 33
Yes
No
No
Sharpe Ratio 0.68
0.83
0.14 | 1.46 22 | 33
No
No
No
Sterling Ratio 0.82
0.85
0.29 | 1.53 17 | 33
No
No
No
Sortino Ratio 0.37
0.45
0.09 | 0.82 24 | 33
No
No
No
Jensen Alpha % 2.83
2.44
-8.96 | 17.77 14 | 33
Yes
No
No
Treynor Ratio 0.09
0.12
0.02 | 0.26 25 | 33
No
No
Yes
Modigliani Square Measure % 16.70
19.26
8.41 | 30.07 26 | 33
No
No
Yes
Alpha % 1.93
0.51
-8.84 | 16.09 11 | 33
Yes
No
No
Return data last Updated On : April 16, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 3.64 3.49 1.05 | 8.66 14 | 35
Yes
No
No
3M Return % 4.58 5.92 1.43 | 12.52 24 | 35
No
No
No
6M Return % 13.82 17.81 9.75 | 33.71 28 | 35
No
No
Yes
1Y Return % 34.83 40.15 25.13 | 62.36 25 | 35
No
No
No
3Y Return % 20.46 21.43 12.19 | 33.40 18 | 33
No
No
No
5Y Return % 17.52 18.17 10.91 | 33.44 17 | 31
No
No
No
7Y Return % 15.45 15.69 11.24 | 26.01 14 | 29
No
No
No
1Y SIP Return % 28.51 35.31 19.92 | 64.04 26 | 35
No
No
No
3Y SIP Return % 19.65 21.74 14.80 | 33.10 24 | 33
No
No
No
5Y SIP Return % 20.89 22.40 14.20 | 38.50 20 | 31
No
No
No
7Y SIP Return % 17.91 18.84 12.04 | 31.87 16 | 29
No
No
No
Standard Deviation 12.83 12.70 9.92 | 16.81 21 | 33
No
No
No
Semi Deviation 8.79 8.84 7.09 | 11.91 20 | 33
Yes
No
No
Max Drawdown % -10.19 -12.33 -22.81 | -6.28 7 | 33
Yes
Yes
No
VaR 1 Y % -13.28 -14.08 -20.17 | -11.38 13 | 33
Yes
No
No
Average Drawdown % -4.93 -5.05 -8.14 | -2.87 19 | 33
Yes
No
No
Sharpe Ratio 0.68 0.83 0.14 | 1.46 22 | 33
No
No
No
Sterling Ratio 0.82 0.85 0.29 | 1.53 17 | 33
No
No
No
Sortino Ratio 0.37 0.45 0.09 | 0.82 24 | 33
No
No
No
Jensen Alpha % 2.83 2.44 -8.96 | 17.77 14 | 33
Yes
No
No
Treynor Ratio 0.09 0.12 0.02 | 0.26 25 | 33
No
No
Yes
Modigliani Square Measure % 16.70 19.26 8.41 | 30.07 26 | 33
No
No
Yes
Alpha % 1.93 0.51 -8.84 | 16.09 11 | 33
Yes
No
No
Return data last Updated On : April 16, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.16 ₹ 9984.0 -0.16 ₹ 9984.0
1W - ₹ - - ₹ -
1M 3.55 ₹ 10355.0 3.64 ₹ 10364.0
3M 4.3 ₹ 10430.0 4.58 ₹ 10458.0
6M 13.19 ₹ 11319.0 13.82 ₹ 11382.0
1Y 33.34 ₹ 13334.0 34.83 ₹ 13483.0
3Y 19.04 ₹ 16869.0 20.46 ₹ 17481.0
5Y 16.01 ₹ 21014.0 17.52 ₹ 22419.0
7Y 13.96 ₹ 24965.0 15.45 ₹ 27330.0
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 27.0824 ₹ 13694.484 28.5141 ₹ 13780.92
3Y ₹ 36000 18.295 ₹ 47140.308 19.6532 ₹ 48048.48
5Y ₹ 60000 19.4193 ₹ 97337.34 20.8873 ₹ 100872.78
7Y ₹ 84000 16.4779 ₹ 151159.512 17.9143 ₹ 159103.056
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
16-04-2024 38.0368 42.9332
15-04-2024 38.0973 43.0002
12-04-2024 38.5274 43.4816
09-04-2024 38.6013 43.561
08-04-2024 38.6262 43.5879
05-04-2024 38.4424 43.3764
04-04-2024 38.3483 43.2689
03-04-2024 38.211 43.1127
02-04-2024 38.0639 42.9454
01-04-2024 37.9405 42.8048
28-03-2024 37.4468 42.2427
27-03-2024 37.1655 41.9241
26-03-2024 37.0562 41.7995
22-03-2024 37.1303 41.8781
21-03-2024 36.9572 41.6815
20-03-2024 36.4855 41.1483
19-03-2024 36.4653 41.1242
18-03-2024 36.7341 41.4261
15-03-2024 36.7012 41.3852
14-03-2024 36.7838 41.4771
13-03-2024 36.3649 41.0035
12-03-2024 37.2837 42.0382
11-03-2024 37.514 42.2966
07-03-2024 37.87 42.6928
06-03-2024 37.7722 42.5813
05-03-2024 37.8564 42.6749
04-03-2024 37.9904 42.8247
01-03-2024 37.8277 42.6374
29-02-2024 37.3842 42.1363
28-02-2024 37.3264 42.0698
27-02-2024 37.6834 42.4709
26-02-2024 37.6022 42.3781
23-02-2024 37.6947 42.4784
22-02-2024 37.5378 42.3003
21-02-2024 37.3267 42.0611
20-02-2024 37.5511 42.3128
19-02-2024 37.5079 42.2627
16-02-2024 37.4631 42.2084
15-02-2024 37.1719 41.8791
14-02-2024 36.9729 41.6536
13-02-2024 36.8491 41.5129
12-02-2024 36.7224 41.3689
09-02-2024 37.2978 42.0133
08-02-2024 37.3434 42.0633
07-02-2024 37.5012 42.2398
06-02-2024 37.392 42.1155
05-02-2024 37.1149 41.8021
02-02-2024 37.1922 41.8854
01-02-2024 37.0324 41.7041
31-01-2024 37.0911 41.769
30-01-2024 36.669 41.2924
29-01-2024 36.913 41.5658
25-01-2024 36.4028 40.9864
24-01-2024 36.5104 41.1063
23-01-2024 36.0281 40.562
19-01-2024 36.6345 41.2397
18-01-2024 36.3184 40.8827
17-01-2024 36.4699 41.0519
16-01-2024 37.0789 41.7362
15-01-2024 37.2341 41.9097
12-01-2024 36.9842 41.6245
11-01-2024 36.6824 41.2837
10-01-2024 36.7462 41.3542
09-01-2024 36.6861 41.2853
08-01-2024 36.6924 41.2911
05-01-2024 37.017 41.6526
04-01-2024 36.9389 41.5635
03-01-2024 36.602 41.1832
02-01-2024 36.7599 41.3596
01-01-2024 36.9258 41.5449
29-12-2023 36.8664 41.4743
28-12-2023 36.8636 41.4699
27-12-2023 36.7414 41.3311
26-12-2023 36.4485 41.0005
22-12-2023 36.3557 40.8911
21-12-2023 36.1856 40.6985
20-12-2023 35.9396 40.4206
19-12-2023 36.5573 41.114
18-12-2023 36.5458 41.0999
15-12-2023 36.5245 41.0722
14-12-2023 36.1813 40.6851
13-12-2023 35.7945 40.2488
12-12-2023 35.6134 40.044
11-12-2023 35.8808 40.3434
08-12-2023 35.7097 40.1473
07-12-2023 35.6439 40.0722
06-12-2023 35.6555 40.084
05-12-2023 35.6578 40.0854
04-12-2023 35.4522 39.853
01-12-2023 34.7844 39.0987
30-11-2023 34.3999 38.6653
29-11-2023 34.2202 38.4622
28-11-2023 33.8918 38.0919
24-11-2023 33.7455 37.9229
23-11-2023 33.7132 37.8854
22-11-2023 33.7111 37.8819
21-11-2023 33.7323 37.9046
20-11-2023 33.5619 37.712
17-11-2023 33.6009 37.7524
16-11-2023 33.5961 37.7458
15-11-2023 33.4014 37.5259
13-11-2023 33.1172 37.2044
10-11-2023 33.0659 37.1432
09-11-2023 32.9802 37.0458
08-11-2023 33.0457 37.1182
07-11-2023 32.9688 37.0307
06-11-2023 32.896 36.9479
03-11-2023 32.6629 36.6827
02-11-2023 32.482 36.4785
01-11-2023 32.2695 36.2387
31-10-2023 32.3527 36.331
30-10-2023 32.4121 36.3966
27-10-2023 32.3461 36.3192
26-10-2023 31.8541 35.7656
25-10-2023 32.151 36.0979
23-10-2023 32.4063 36.3823
20-10-2023 33.0779 37.1329
19-10-2023 33.2919 37.372
18-10-2023 33.3709 37.4596
17-10-2023 33.6042 37.7203
16-10-2023 33.4794 37.5791
13-10-2023 33.4721 37.5674
12-10-2023 33.5975 37.707
11-10-2023 33.5372 37.6382
10-10-2023 33.3302 37.4048
09-10-2023 32.9882 37.0199
06-10-2023 33.3299 37.3998
05-10-2023 33.2081 37.262
04-10-2023 33.0286 37.0596
03-10-2023 33.3397 37.4074
29-09-2023 33.349 37.4134
27-09-2023 33.34 37.4009
26-09-2023 33.166 37.2045
25-09-2023 33.1622 37.1992
22-09-2023 33.1913 37.2284
21-09-2023 33.3405 37.3946
20-09-2023 33.6476 37.7379
18-09-2023 33.9655 38.0921
15-09-2023 34.13 38.2732
14-09-2023 33.9693 38.0917
13-09-2023 33.831 37.9356
12-09-2023 33.7104 37.7992
11-09-2023 34.1584 38.3003
08-09-2023 33.9451 38.0577
07-09-2023 33.7404 37.827
06-09-2023 33.5959 37.6639
05-09-2023 33.5816 37.6466
04-09-2023 33.5032 37.5576
01-09-2023 33.3005 37.327
31-08-2023 33.0529 37.0484
30-08-2023 33.0816 37.0794
29-08-2023 33.0786 37.0749
28-08-2023 33.0397 37.0301
25-08-2023 32.8971 36.867
24-08-2023 33.0169 37.0001
23-08-2023 33.1219 37.1166
22-08-2023 32.9538 36.9271
21-08-2023 32.8728 36.8353
18-08-2023 32.7366 36.6793
17-08-2023 32.8005 36.7498
16-08-2023 32.8146 36.7645
14-08-2023 32.7728 36.7153
11-08-2023 32.8052 36.7483
10-08-2023 32.8842 36.8357
09-08-2023 33.0126 36.9783
08-08-2023 32.9551 36.9129
07-08-2023 32.8852 36.8334
04-08-2023 32.7835 36.7162
03-08-2023 32.5519 36.4557
02-08-2023 32.6872 36.6061
01-08-2023 33.0202 36.9779
31-07-2023 33.04 36.9989
28-07-2023 32.7137 36.6302
27-07-2023 32.8003 36.726
26-07-2023 32.795 36.719
25-07-2023 32.7225 36.6367
24-07-2023 32.6697 36.5765
21-07-2023 32.5603 36.4507
20-07-2023 32.7541 36.6665
19-07-2023 32.6297 36.526
18-07-2023 32.3561 36.2188
17-07-2023 32.2647 36.1153
14-07-2023 32.0668 35.8906
13-07-2023 31.7285 35.5108
12-07-2023 31.7099 35.4889
11-07-2023 31.6256 35.3934
10-07-2023 31.4581 35.205
07-07-2023 31.4776 35.2236
06-07-2023 31.6512 35.4168
05-07-2023 31.4987 35.245
04-07-2023 31.515 35.2622
03-07-2023 31.4402 35.1774
30-06-2023 31.3244 35.0447
28-06-2023 31.0284 34.7113
27-06-2023 30.8834 34.5481
26-06-2023 30.6597 34.2969
23-06-2023 30.5507 34.1719
22-06-2023 30.8318 34.4852
21-06-2023 30.8916 34.5511
20-06-2023 30.8962 34.5551
19-06-2023 30.8205 34.4695
16-06-2023 30.8957 34.5504
15-06-2023 30.6915 34.321
14-06-2023 30.738 34.3719
13-06-2023 30.6468 34.2689
12-06-2023 30.4416 34.0384
09-06-2023 30.2833 33.8583
08-06-2023 30.3453 33.9266
07-06-2023 30.4767 34.0725
06-06-2023 30.317 33.8929
05-06-2023 30.2694 33.8387
02-06-2023 30.1232 33.6721
01-06-2023 29.9148 33.4381
31-05-2023 29.9044 33.4255
30-05-2023 29.9288 33.4518
29-05-2023 29.8459 33.3581
26-05-2023 29.7686 33.2686
25-05-2023 29.504 32.9719
24-05-2023 29.4452 32.9052
23-05-2023 29.5786 33.0533
22-05-2023 29.577 33.0504
19-05-2023 29.5046 32.9665
18-05-2023 29.4218 32.873
17-05-2023 29.4869 32.9448
16-05-2023 29.5793 33.0471
15-05-2023 29.6919 33.1719
12-05-2023 29.5426 33.002
11-05-2023 29.4885 32.9406
10-05-2023 29.4629 32.911
09-05-2023 29.4235 32.8659
08-05-2023 29.3472 32.7797
05-05-2023 29.1078 32.5093
04-05-2023 29.4112 32.8471
03-05-2023 29.1356 32.5383
02-05-2023 29.2216 32.6333
28-04-2023 29.0582 32.4469
27-04-2023 28.8855 32.253
26-04-2023 28.7348 32.0837
25-04-2023 28.622 31.9567
24-04-2023 28.5852 31.9147
21-04-2023 28.436 31.7451
20-04-2023 28.4942 31.8091
19-04-2023 28.4433 31.7513
18-04-2023 28.5255 31.8421
17-04-2023 28.5174 31.8321

Fund Launch Date: 31/Mar/1996
Fund Category: ELSS (Tax Saving) Fund
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Description: A) Diversified equity Fund with focus on picking stocks for longer investment horizon b) Bottom up stock picking with no market cap and sector bias c) Fund with tax benefits u/s 80C for investments up to Rs.1,50,000/-
Fund Benchmark: S&P BSE Sensex Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.