Hybrid | Equity Savings Fund
3Y Returns
10.25%
Min SIP
₹100
Min Lumpsum
₹5000
Expense Ratio
0.42%
Fund Size
₹133 Cr
Inception Date
01-Jan-13
Fund Manager
Sailesh Jain
Exit Load
Nil upto 12% of original cost of investments and 0.25% for more than 12% on or before 90D, Nil after 90D.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
71.85%
Debt & Others
28.15%
Market Cap Allocation
Large Cap
56.64%
Mid Cap
12.34%
Small Cap
2.88%
Other Cap
28.15%
Investment 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 House Detail
AMC Name
Tata Asset Management Limited
Address
1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051
Tata Equity Savings Fund Direct Plan Growth
1Y
16.49%
3Y
10.25%
5Y
9.93%
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
20.6%
3Y
13.16%
5Y
12.01%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
20.8%
3Y
12.15%
5Y
12.92%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
18.47%
3Y
12.05%
5Y
11.38%
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
18.14%
3Y
12%
5Y
11.48%
Mirae Asset Equity Savings Fund Direct Growth
1Y
17.71%
3Y
11.33%
5Y
12.83%
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.31%
3Y
11%
5Y
11.25%
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
19.46%
3Y
10.96%
5Y
11.41%
Axis Equity Saver Fund Direct Growth
1Y
18.43%
3Y
10.83%
5Y
10.68%
Invesco India Equity Savings Fund - Direct Growth
1Y
21.98%
3Y
10.82%
5Y
10.48%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
16.69%
3Y
9.8%
5Y
NA
Dsp Equity Savings Fund - Dir - Growth
1Y
15.65%
3Y
9.77%
5Y
10.35%
Franklin India Equity Savings Fund - Direct Growth
1Y
13.7%
3Y
9.69%
5Y
9.58%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
12.94%
3Y
9.64%
5Y
4.39%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
11.13%
3Y
8.68%
5Y
8.66%
Union Equity Savings Fund Direct Plan - Growth
1Y
14.36%
3Y
8.27%
5Y
8.85%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
13.18%
3Y
8.19%
5Y
9.41%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.3%
3Y
8.18%
5Y
8.55%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
9.52%
3Y
7.91%
5Y
8.32%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
4.79%
3Y
5.25%
5Y
7.45%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
4.06%
5Y
6.32%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
21.01%
3Y
NA
5Y
NA
BSE Member code: 58371
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