TATata MFDirect · Growth

Tata Contra Fund - Growth - Direct Plan

equityEquity - Contra FundBenchmark: NIFTY 500
NAV · 15 Feb 2013₹18.91-0.10%
AUM₹90 Crfrom this fund's primary plan
Expense Ratio2.14%
CAGR
Exit Load
Min SIP₹1,000from this fund's primary plan
Launched2013

Investment Objective

The investment objective of the Scheme is to provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Fund Mandate

Debt0%–30%
Equity70%–100%
MMI0%–30%
Others0%–30%
Fund Managers
BS
Bhupinder Sethi
Fund Manager
Key Information
2.14%
₹1,000from this fund's primary plan
₹5,000
Nil
Inception04 Jan 2013
AMCTata MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.10%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.14%
Nil
₹1,000from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme