3 Year return
10.06%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹215.99 Cr.
Expense Ratio
0.49% (inclusive of GST)
Exit Load
Redemption / Switch out / SWP / STP before expiry of 7 days from the date of allotment - 0.25% of NAV Redemption / Switch out / SWP / STP after expiry of 7 days from the date of allotment - NIL
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
SJ
Sailesh Jain
Fund Manager since Oct 2022
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HSBC Equity Savings Fund |
15.11% |
3 |
Sundaram Equity Savings Fund |
13.06% |
5 |
Mahindra Manulife Equity Savings Fund |
11.16% |
4.5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
Key Features of The Fund
5-year return | 10.63% |
Expense Ratio | 0.49% |
Fund Manager | Sailesh Jain |
Fund Size | ₹215.99 Cr |
Risk Profile | Moderately High |
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 |
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 Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
What is the AUM of TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
What is the expense ratio of TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
What are the returns of TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment since inception?
What is the minimum SIP amount to invest in TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
How do I invest in TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Equity Savings Fund Direct Plan Periodic Reinvestment of IDCWs Option Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.