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CASPeR Ranking #92
Tata Equity Savings Regular Growth
NAV (Thu Jul 25 2024)
₹52
Returns (Since Inception)
9.66%
Category Average
9.40%
Rating
3
Allocation and Holdings
Asset class
Weightage
Basic Materials
6.27%
Unknown
19.92%
Industrials
9.66%
Communication Services
5.18%
Energy
4.81%
Healthcare
4.61%
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Overall rating
Scheme Information
Fund name
Tata Equity Savings Regular Growth
Minimum SIP
100
Risk Level
Low to Moderate Risk
AUM
₹155.98 Cr
ISIN
INF277K01907
Inception Date
Jan 01 1970
Standard Deviation
4.175
Beta
-
Sharpe Ratio
0.92
Benchmark
NIFTY Equity Savings TR INR
Expense Ratio
1.110%
Exit Load
Exit Load: Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment- NIL Redemption/Switch-out/SWP/STP 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% of NAV Redemption/Switch-out/SWP/STP after expiry of 90 days from the date of allotment- NIL.
Risk
Low to Moderate Risk
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Managers
Murthy Nagarajan
Sailesh Jain
Aurobinda Prasad Gayan
About the AMC
Tata Asset Management Limited
Phone Number
+91 22 6657 8282Email Address
kiran@tataamc.comCorporate Office Address
Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,IndiaOverall AUM
₹155.98 Cr
Website
www.tatamutualfund.comPopular Allocation funds
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frequently asked questions
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What is the current NAV of Tata Equity Savings Regular Growth?
The NAV of Tata Equity Savings Regular Growth is ₹52 as of Thu Jul 25 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
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Who is the fund manager of Tata Equity Savings Regular Growth?
Murthy Nagarajan is the current fund manager of Tata Equity Savings Regular Growth as on Sat Jul 27 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
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What is the expense ratio of Tata Equity Savings Regular Growth?
The Expense Ratio of Tata Equity Savings Regular Growth is 111.00% as of Sat Jul 27 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 111.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
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What is the minimum SIP amount of Tata Equity Savings Regular Growth?
The minimum Systematic Investment Plan (SIP) amount required for Tata Equity Savings Regular Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
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What is the minimum lump sum amount required to invest in Tata Equity Savings Regular Growth?
To initiate a lump sum investment in Tata Equity Savings Regular Growth, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
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What is risk category of the Tata Equity Savings Regular Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Tata Equity Savings Regular Growth is classified as Low to Moderate Risk.
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What is the category of Tata Equity Savings Regular Growth?
The category of the Tata Equity Savings Regular Growth is Allocation.
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