MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationEquity Savings
Tata Equity Savings Direct Plan Growth
3Y Annualised
11.75%
0.08% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.08%
0.08% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 3 months
NIFTY 50
4 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹267.81 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.0025%
Redemption / Switch out / SWP / STPbefore expiry of 7 days from the date ofallotment - 0.25% of NAVRedemption / Switch out / SWP / STPafter expiry of 7 days from the date ofallotment - NIL
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
Edelweiss Equity Savings Fund Direct Bonus
1.98%
4th
Edelweiss Equity Savings Fund Direct Reinvestment of Income Dis cum Cptl Wdrl Opt
1.98%
5th
Edelweiss Equity Savings Fund Direct Payout of Income Dis cum Cptl Wdrl Opt
1.98%
120th
Tata Equity Savings Direct Plan Growth
1.08%
Fund Managers
SJ
Sailesh JainFund Manager Since 9 Nov 2018
APG
Aurobinda Prasad GayanFund Manager Since 5 Jan 2022
About Tata Equity Savings Direct Plan Growth
Tata Equity Savings Direct Plan Growth is a Allocation mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. Tata Equity Savings Direct Plan Growth has ₹267.81 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of Tata Equity Savings Direct Plan Growth as of Fri Jul 04 2025 is ₹62.2699. The fund has an expense ratio of 0.51%, which is medium comparable to most other Allocation funds.
Tata Equity Savings Direct Plan Growth returns for the last 1 year are 6.99%. Since launch, it has delivered 8.84% average annual returns.
The Tata Equity Savings Direct Plan Growth has the majority of its money invested in null, Financial Services, Communication Services, Industrials, Energy, Consumer Defensive sectors.
Top 5 Holdings of Tata Equity Savings Direct Plan Growth.
- 7.1% Govt Stock 2034: 11.94%
- HDFC Bank Ltd: 6.90%
- Silver Mini (5 Kgs) Commodity^: 6.78%
- Silver Mini (5 Kgs) Commodity: 6.74%
- Bharti Airtel Ltd: 5.86%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Equity Savings Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Tata Asset Management Limited
Tata Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-Cap
3Y CAGR
20.67%
expense ratio
1.75%
fund size
₹8886.88 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
7.09%
expense ratio
1.18%
fund size
₹3494.96 Cr
Tata Equity Savings Regular Growth
AllocationEquity Savings
3Y CAGR
10.93%
expense ratio
1.13%
fund size
₹267.81 Cr
Tata Mid Cap Fund Regular Growth
EquityMid-Cap
3Y CAGR
25.85%
expense ratio
1.85%
fund size
₹4701.47 Cr
Tata Value Fund Regular Growth
EquityValue
3Y CAGR
24.58%
expense ratio
1.78%
fund size
₹8506.38 Cr
FAQs
What is the current NAV of Tata Equity Savings Direct Plan Growth?
What are the average returns of Tata Equity Savings Direct Plan Growth?
How do I invest in Tata Equity Savings Direct Plan Growth?
What is the expense ratio of Tata Equity Savings Direct Plan Growth?
What are net assets under management (AUM) of Tata Equity Savings Direct Plan Growth?
What is the PE and PB ratio of Tata Equity Savings Direct Plan Growth?
What are the top 5 holdings of Tata Equity Savings Direct Plan Growth?
What are the top 3 sectors that Tata Equity Savings Direct Plan Growth has invested in?
Who is the manager of Tata Equity Savings Direct Plan Growth?
What is the exit load of Tata Equity Savings Direct Plan Growth?
How to Redeem Tata Equity Savings Direct Plan Growth?
Can I invest in SIP and a Lump Sum of Tata Equity Savings Direct Plan Growth?
