MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationEquity Savings
Tata Equity Savings Regular Growth
3Y Annualised
9.01%
0.19% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.10%
0.19% 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
8 years
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹249.88 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.0025%
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
Risk Profile
Low to Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
LIC MF Equity Savings Growth Option Direct
3.12%
2nd
LIC MF Equity Savings Direct Monthly Payout of Income Distribution cum Cap wdrl
3.12%
3rd
LIC MF Equity Savings Direct Monthly Reinvestment of Income Distribution cum Cap wdrl
3.12%
4th
LIC MF Equity Savings Direct Quarterly Reinvestment of Income Distribution cum Cap wdrl
3.12%
5th
LIC MF Equity Savings Direct Quarterly Payout of Income Distribution cum Cap wdrl
3.12%
119th
Tata Equity Savings Regular Growth
1.10%
Fund Managers
SJ
Sailesh JainFund Manager Since 9 Nov 2018
APG
Aurobinda Prasad GayanFund Manager Since 5 Jan 2022
About Tata Equity Savings Regular Growth
Tata Equity Savings Regular Growth is a Allocation mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 27 years, having been launched on 1997-07-23. Tata Equity Savings Regular Growth has ₹249.88 Cr worth of assets under management (AUM) as of Mon Mar 24 2025. The latest Net Asset Value (NAV) of Tata Equity Savings Regular Growth as of Fri Mar 21 2025 is ₹53.2645. The fund has an expense ratio of 1.14%, which is medium comparable to most other Allocation funds.
Tata Equity Savings Regular Growth returns for the last 1 year are 9.17%. Since launch, it has delivered 8.18% average annual returns.
The Tata Equity Savings Regular Growth has the majority of its money invested in null, Financial Services, Energy, Communication Services, Industrials, Consumer Defensive sectors.
Top 5 Holdings of Tata Equity Savings Regular Growth.
- 7.1% Govt Stock 2034: 12.26%
- HDFC Bank Ltd: 6.26%
- Reliance Industries Ltd: 6.00%
- Bharti Airtel Ltd: 5.26%
- Larsen & Toubro Ltd: 4.67%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 1997-07-23 |
| 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 Regular 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
15.98%
expense ratio
1.79%
fund size
₹7419.57 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
6.05%
expense ratio
1.20%
fund size
₹2746.57 Cr
Tata Equity Savings Regular Growth
AllocationEquity Savings
3Y CAGR
9.01%
expense ratio
1.14%
fund size
₹249.88 Cr
Tata Mid Cap Growth Fund Regular Growth
EquityMid-Cap
3Y CAGR
17.90%
expense ratio
1.90%
fund size
₹3954.92 Cr
Tata Equity P/E Fund Regular Growth
EquityValue
3Y CAGR
18.70%
expense ratio
1.82%
fund size
₹7468.42 Cr
FAQs
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