Tata Tax Advantage Fund 1 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Tax Advantage Fund 1 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹82 Cr

Lock In Period

N/A

Expense Ratio

2.76

Exit Load

Nil

Benchmark

BSE Sensex

Tata Tax Advantage Fund 1 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.607.41
6M0.002.3624.27
1Y0.005.5878.49
3Y0.0013.23130.26

Portfolio Analysis

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About Fund Tata Tax Advantage Fund 1 Growth

Tata Tax Advantage Fund 1 Growth managed by Tata Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹82 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 2.76. 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.

Fund Managers

Rupesh Patel

Mr. Patel is graduate from the Sardar Patel University. Past He was associate with Head PMS Investments at TATA Asset Management Ltd,DGM Investments at TATA Asset Management Ltd , Asst. Vice President - Investments at Indiareit Fund Advisors Ltd. Analyst/Manager/Sr. Manager/DGM at Credit Analysis & Research Ltd. (CARE Ratings) Manager Projects at Gujarat State Road Development Corporation Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

Tata Tax Advantage Fund 1 Growth FAQs

Tata Tax Advantage Fund 1 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 Tax Advantage Fund 1 Growth is 2.76. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Tax Advantage Fund 1 Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Tax Advantage Fund 1 Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Tata Tax Advantage Fund 1 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 Tax Advantage Fund 1 Growth is ₹82 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Tax Advantage Fund 1 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.