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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Benchmark Index:

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Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	6.2	28
3 mth	3.0	26
6 mth	7.2	25
1 year	22.4	23
2 year	7.6	19
3 year	7.4	17
5 year	5.5	18

# Moneycontrol Rank within 53 ELSS Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-5.7	-	-	-	-
2012	12.5	-1.0	8.1	5.0	27.8
2011	-5.8	0.1	-7.5	-5.3	-18.4
2010	-0.2	2.3	12.1	0.4	16.3
2009	-4.0	45.3	8.5	-0.2	76.9
2008	-28.4	-15.5	-0.5	-24.2	-55.7

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

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	6.2	3.0	7.2	22.4	7.6	7.4	5.5
Category avg	6.3	3.0	6.5	21.6	5.6	4.9	3.1
Difference of Fund returns and Category returns	-0.1	0.0	0.7	0.8	2.0	2.5	2.4
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 #	5.5	3.0	10.3	25.0	5.1	7.0	3.3
Difference of Fund returns and Benchmark returns	0.7	0.0	-3.1	-2.6	2.5	0.4	2.2

Tata Tax Saving Fund Review by Crisil - Rating: 3 (Rank 3 out of 5)

# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

To provide medium to long term capital gains along with income tax relief to its unitholders while emphasizing the importance of capital appreciation.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Apr 01, 1996
Benchmark	S&P BSE SENSEX
Asset Size (Rs cr)	127.17 (Mar-30-2013)
Minimum Investment	Rs.500
Last Dividend	Rs.1.50 (Dec-03-2012) View Dividend History
Bonus	N.A.
Fund Manager	Pradeep Gokhale View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.00%
Load Comments	N.A.

Contact Details

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

Peer Comparison

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 »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	9.49	7.70
HDFC	Banking/Finance	8.77	7.11
HDFC Bank	Banking/Finance	8.57	6.95
ITC	Tobacco	6.78	5.50
Reliance	Oil & Gas	6.75	5.47
Infosys	Technology	6.70	5.44
HCL Tech	Technology	5.52	4.48
Tata Motors (D)	Automotive	4.78	3.88
ONGC	Oil & Gas	4.30	3.49
Power Grid Corp	Utilities	4.15	3.37