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Asset Allocation
Asset Allocation

The TATA Tax Saving Fund is an open ended equity linked tax saving scheme

Ideal for Investors:

  • Benefit from deduction U/s 80c of income tax act 1961 up to Rs.1 lac*

Aim to seek capital appreciation opportunities in medium to long term horizon

Note: Investors are advised to consult their tax advisor with respect to the specific tax implication arising by investing in this scheme

Scheme Information

Objective

To provide income distribution and / or medium to long term capital gains while long term capital gains while at all time emphasizing the importance of capital appreciation.

Nature of scheme An open Ended Equity - Tax Saving Scheme (3yr lock-in period)
Date of Allotment 31 Mar 1996
Options / Plan Tata Tax Saving Fund
Plan A (Routed through Distributor)
  • Dividend Reinvestment
  • Dividend Sweep
  • Growth
Direct Plan
  • Dividend Reinvestment
  • Dividend Sweep
  • Growth
Entry LoadExit Load
  • Nil
  • Lock-in for 3 years, Nil after 3 years
Min. Purchase Amount Rs. 500/-
Min. Additional Purchase Amt. Rs. 500/- & in multiple of Rs. 500/-
Min. Redemption Amt./ Units* Rs. 500/- or 50 units
SIP  
Frequency No. of Installments Min. Installment Amt.
Monthly 12 Rs. 500/-
6 Rs. 1000/-
Quarterly 6 Rs. 5000/-
4 Rs. 1,500/-
*The minimum amount required for switch is Rs. 500/- and in multiple of Rs. 500/-
Systematic Withdrawl Plan
Nature of scheme Yes (after 3 years)
Frequency Monthly/Quarterly
Min. Withdrawal Amt. Rs. 500/-
STP Available
*The minimum amount required for switch is Rs. 500/- and in multiple of Rs. 500/-