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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹5 Cr
Lock In Period
3 Years
Expense Ratio
2.78
Benchmark
Nifty 500
Exit Load
Nil
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
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- Others
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About Fund
Tata Infrastructure Tax Saving Fund Growth managed by Tata Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹5 Crore. The fund benchmarks its performance against the Nifty 500 while maintaining an expense ratio of 2.78. Under the expert guidance of Rupesh Patel ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Tata Infrastructure Tax Saving Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Infrastructure Tax Saving Fund Growth is 2.78. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Infrastructure Tax Saving Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Tata Infrastructure Tax Saving Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Infrastructure Tax Saving Fund Growth is ₹5 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Infrastructure Tax Saving Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500