MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationEquity Savings
Tata Equity Savings Direct Plan Growth
3Y Annualised
10.58%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.39%
0.06% 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 11 months
NIFTY 50
5 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹284.62 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 Payout Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
3rd
HSBC Equity Savings Direct Plan Growth Plan
2.14%
4th
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.14%
5th
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl
2.14%
123rd
Tata Equity Savings Direct Plan Growth
0.39%
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 Pvt Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Tata Equity Savings Direct Plan Growth has ₹284.62 Cr worth of assets under management (AUM) as of Tue Mar 03 2026. The latest Net Asset Value (NAV) of Tata Equity Savings Direct Plan Growth as of Fri Feb 20 2026 is ₹63.7493. The fund has an expense ratio of 0.58%, which is medium comparable to most other Allocation funds.
Tata Equity Savings Direct Plan Growth returns for the last 1 year are 7.54%. Since launch, it has delivered 8.59% average annual returns.
The Tata Equity Savings Direct Plan Growth has the majority of its money invested in null, Financial Services, Communication Services sectors.
Top 5 Holdings of Tata Equity Savings Direct Plan Growth.
- 7.10% Gs 2034: 10.78%
- HDFC Bank Ltd: 7.10%
- State Bank of India: 6.10%
- ICICI Bank Ltd: 5.79%
- Bharti Airtel Ltd: 5.79%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| 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 Pvt Ltd
Tata Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-Cap
3Y CAGR
12.32%
expense ratio
1.78%
fund size
₹8123.32 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
6.88%
expense ratio
1.17%
fund size
₹3282.35 Cr
Tata Equity Savings Regular Growth
AllocationEquity Savings
3Y CAGR
9.85%
expense ratio
1.14%
fund size
₹284.62 Cr
Tata Mid Cap Fund Regular Growth
EquityMid-Cap
3Y CAGR
21.52%
expense ratio
1.83%
fund size
₹5356.22 Cr
Tata Value Fund Regular Growth
EquityValue
3Y CAGR
19.40%
expense ratio
1.79%
fund size
₹8818.88 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
