CLOSED
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
1INFOSYS LTDSOFTWARE8.67%
2HDFC BANK LTDBANKS8.43%
3CRISILFINANCE5.98%
4ICICI BANK LTDBANKS5.65%
5BHARTI AIRTEL LTD.TELECOM - SERVICES5.49%
6GRASIM INDUSTRIES LTDCEMENT5.20%
7SUN TV NETWORK LTD.MEDIA & ENTERTAINMENT4.62%
8AGRO TECH FOODS LTDCONSUMER NON DURABLES4.31%
9NESTLE INDIA LTD.CONSUMER NON DURABLES4.19%
10REPO3.83%
Sector Allocation
BANKS14.1%
SOFTWARE12.3%
FINANCE11.3%
CONSUMER NON DURABLES8.5%
TELECOM - SERVICES5.5%
CEMENT5.2%
MEDIA & ENTERTAINMENT4.6%
Other3.8%
PHARMACEUTICALS3.0%
AUTO3.0%
NON - FERROUS METALS2.9%
CONSTRUCTION PROJECT2.4%
OIL1.9%
GAS1.8%
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