3 Year return

10.29%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Moderately High Risk

Scheme Information

Asset Under Management

₹147.97 Cr.

Expense Ratio

0.48% (inclusive of GST)

Exit Load

On or before expiry of 90 Days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 90 Days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 0.25% Redemption after expiry of 90 Days from the date of allotment: Nil

Ratings

ARQ Rating
2

Ratings by other agencies

2
0
4

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Tata Mutual Fund Managers

SJ

Sailesh Jain

Fund Manager since Oct 2022

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 162
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.44%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.44%
6.44%

About TATA Equity Savings Fund Direct Plan Growth

TATA Equity Savings Fund Direct Plan Growth, offered by TATA Mutual Fund, falls under the category of Hybrid - Equity Savings Fund. This fund aims to provide investors with a mix of equity, debt, and arbitrage opportunities, allowing for potential capital appreciation while managing risk through diversified allocation.

Investment Objectives of the Scheme

The primary objective of TATA Equity Savings Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a mix of equity and equity-related instruments, debt securities, and money market instruments. The fund aims to achieve this by identifying opportunities across market segments and capitalizing on the potential for growth and stability.

Key Features of The Fund

5-year return 10.09%
Expense Ratio 0.48%
Fund Manager Sailesh Jain
Fund Size ₹147.97 Cr
Risk Profile Moderately High

Is This Scheme Right for Me?

TATA Equity Savings Fund Direct Plan Growth can be suitable for investors seeking a balanced portfolio that combines the growth potential of equity with the stability of debt investments. This fund may be a good fit for investors with a moderate risk appetite who are looking to achieve capital appreciation over the long term. It's particularly beneficial for those who want exposure to equities but also want to manage risk through diversification into debt and arbitrage strategies.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of TATA Equity Savings Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Equity Savings Fund Jun 14 2024 is 57.2137

What is the AUM of TATA Equity Savings Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Equity Savings Fund is 147.97 crore.

What is the expense ratio of TATA Equity Savings Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Equity Savings Fund is 0.48%

What are the returns of TATA Equity Savings Fund since inception?

The TATA Equity Savings Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 8.83 since inception.

What is the minimum SIP amount to invest in TATA Equity Savings Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Equity Savings Fund is 100.

How do I invest in TATA Equity Savings Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Equity Savings Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Equity Savings Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Equity Savings Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.