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ranking by CRISIL

Not Ranked

Close This is a 10 year close-ended ELSS equity scheme with lock-in period of 3 years.

Benchmark Index:

View Historic Graph From To

# Moneycontrol Rank within 53 ELSS Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-5.8	-	-	-	-
2012	13.4	-1.9	7.8	3.4	25.5
2011	-6.2	0.6	-7.6	-5.5	-18.0
2010	1.5	3.3	13.7	0.5	21.2
2009	-3.7	42.6	14.8	-0.2	72.4
2008	-26.1	-8.7	-1.8	-20.9	-48.8

* Returns over 1 year are Annualised

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	5.9	2.9	6.3	19.4	6.6	7.6	7.1
Category avg	6.3	3.0	6.5	21.6	5.6	4.9	3.1
Difference of Fund returns and Category returns	-0.4	-0.1	-0.2	-2.2	1.0	2.7	4.0
Best of category	9.7	8.1	12.6	31.2	13.9	13.2	11.8
Worst of category	3.3	-0.8	-8.5	-0.9	-13.0	-10.9	-9.1
Benchmark returns #	8.3	4.0	10.6	26.2	5.8	6.4	3.3
Difference of Fund returns and Benchmark returns	-2.4	-1.1	-4.3	-6.8	0.8	1.2	3.8

# Benchmark Index: S&P BSE SENSEX

Investment Objective

The investment objective of the Scheme is to provide medium to long term capital gains along with income tax benefit to its Unitholders.

Fund Type	Close-Ended
Investment Plan	Growth
Launch date	Feb 20, 2006
Benchmark	S&P BSE SENSEX
Asset Size (Rs cr)	174.92 (Mar-30-2013)
Minimum Investment	Rs.500
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Pradeep Gokhale View performance of schemes managed by the Fund Manager
Notes	This is a 10 year close-ended ELSS equity scheme with lock-in period of 3 years.

Regd. Office	Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No.	022 66315191/92/93
Fax No.	022 66315194
Email	kiran@tataamc.com
Website	http://www.tatamutualfund.com

ELSS	Crisil Rank	Assets (Rs.cr)
ELSS	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Magnum Tax Gain (G)	Rank 3	4,578.79	4.6	8.3	23.1	6.4	4.8
HDFC Tax Saver (G)	Rank 4	3,490.65	0.9	6.0	17.0	5.0	8.9
UTI Master Equity Plan (US)	Not Ranked	1,261.75	4.1	9.4	25.5	7.3	5.7
Reliance Tax Saver (ELSS) (G)	Rank 3	2,036.92	6.1	5.8	20.4	8.8	9.7
L&T Tax Advantage (G)	Rank 3	1,166.81	3.2	6.2	20.8	7.0	8.9
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
HDFC Bank	Banking/Finance	6.36	7.63
ICICI Bank	Banking/Finance	5.93	7.11
HDFC	Banking/Finance	5.85	7.01
ITC	Tobacco	5.36	6.43
Infosys	Technology	4.57	5.48
HCL Tech	Technology	4.07	4.88
Reliance	Oil & Gas	3.90	4.68
Power Grid Corp	Utilities	3.09	3.70
ONGC	Oil & Gas	3.01	3.61
Tata Motors (D)	Automotive	2.47	2.97