Tata Equity Savings Fund (G)

3
Equity Savings NAV 34.2757 -0.22 20 January, 2020
  • 5.17%
  • 13Y 10M
Tata Equity Savings Fund (G) was previously known as

Tata Regular Saving Equity (G)

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Growth
Launch Date 26 April, 1997
Benchmark NIFTY 50 (35), CRISIL Short-Term Bond (35), NIFTY 50 Arbitrage (30
Asset Size(Cr) 138 (As on Dec 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.25% (As on Dec 31, 2019)
Fund Manager Murthy Nagarajan, Sailesh Jain

Investment Returns (As on 20 Jan, 2020)

  • 3 Month 3.16%
  • 6 Month 3.27%
  • 1 Year 8.6%
  • 3 Year 5.54%
  • 5 Year 5.17%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Equity Savings Fund (G) 8.6% 5.54% 5.17%
SBI Equity Savings Fund (G) 10.65% 7.52% %
Aditya Birla Sun Life Equity Savings Fund (G) 9.98% 7.05% 6.76%
HDFC Equity Savings Fund (G) 6.54% 6.94% 7.82%
Nippon India Equity Savings Fund (G) -5.54% 2.72% %

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