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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
TATata MFGrowth

Tata Contra Fund - Growth

equityEquity - Contra FundBenchmark: NIFTY 500
NAV · 15 Feb 2013₹18.77-0.11%
AUM₹90 Cr
Expense Ratio2.87%
CAGR—
Exit Load1% on or before 365D
Min SIP₹1,000
Launched2005

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%
Asset Allocation
Domestic Equity93.2%
Cash & Equivalents3.8%
Other3.0%
Fund Managers
BS
Bhupinder Sethi
Fund Manager
Key Information
2.87%
₹1,000
₹5,000
1% on or before 365D
Nil
Inception14 Nov 2005
AMCTata MF
Top Holdings As of 31 Jan 2013
1Infosys Ltd.IT8.67%
2HDFC Bank Ltd.Bank8.43%
3CRISIL Ltd.Ratings5.98%
4ICICI Bank Ltd.Bank5.65%
5Bharti Airtel Ltd.Telecom5.49%
6Grasim Industries Ltd.Diversified5.20%
7Sun TV Network Ltd.Media & Entertainment4.62%
8Sundrop Brands Ltd.FMCG4.31%
9Nestle India Ltd.FMCG4.19%
10REPOMiscellaneous3.83%
Sector Allocation
Bank15.2%
IT13.7%
FMCG8.5%
Finance8.4%
Automobile & Ancillaries7.9%
Telecom6.5%
Ratings6.0%
Diversified5.2%
Media & Entertainment4.6%
Crude Oil3.9%
Miscellaneous3.8%
Healthcare3.0%
Non - Ferrous Metals2.9%
Infrastructure2.4%
Mining2.1%
Inds. Gases & Fuels1.8%
Gas Transmission1.4%
Construction Materials1.1%
Consumer Durables0.9%
Diamond & Jewellery0.8%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-0.11%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.87%
1% on or before 365D
Nil
₹1,000
₹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