Fund Analysis

Gaining momentum

Tata India Tax Savings Fund focuses on buying quality stocks and allocates a part of its portfolio to benefit from special situations

The fund has climbed from a three- to four-star rating in the last one year mainly by expanding its margin of outperformance against the peers this year. The fund's 40-45 per cent allocation to mid- and small-cap stocks in the last couple of years has helped it capture this phase of mid-cap o

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