Tata Equity Saving Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Equity Saving Growth Direct Plan

NAV
₹59.4502
+0.01%
(17 Jan)
AUM
233 Cr
TER
0.49%
Risk
Low to Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.2%
+13.5%
+11.8%
+10.5%
+9.7%
+8.8%
3Y
+13.3%
+11.2%
+11.5%
+8.9%
+8.2%
+10.5%
5Y
+13.5%
+14.3%
+11.9%
+10.1%
+9.6%
+11.7%
ALL
+10.4%
+10.1%
+10.3%
+8.8%
+7.9%
+10.1%
VOL
6.3%
6.0%
5.7%
5.1%
-
6.0%
TER
0.6%
0.6%
0.6%
0.5%
-
0.8%
AUM
₹646 Cr
₹1,051 Cr
₹8,177 Cr
₹233 Cr
-
₹659 Cr
INFO
1.66
1.70
1.82
1.74
-
1.68
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Cash Offset For Derivatives
52.1%
7.1% Govt Stock 2034
13.7%
Reliance Industries Ltd
6.0%
Bharti Airtel Ltd
5.9%
Larsen & Toubro Ltd
5.2%
BHARTI AIRTEL LTD^
5.1%
NTPC Ltd
4.8%
HDFC Bank Ltd
4.7%
State Bank of India
4.6%
RELIANCE INDUSTRIES LTD^
4.4%
Top industry exposure
Financial Services
14.8%
Industrials
11.1%
Technology
7.1%
Consumer Defensive
7.1%
Energy
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
33%
Lock-in period
-
Exit load
• 0.25% for redemption within 90 days
Fund objective
The investment objective of the scheme is to provide long term capital appreciation and income distribution to the investors by predominantly investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments.
Fund manager(s)
Murthy Nagarajan
Sailesh Jain
Tapan Patel

FAQs