Tata Equity Savings Fund - Dividend - Payout

2
Equity Savings NAV 15.6023 -0.088 17 May, 2019
  • 6.64%
  • 10Y 10M

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Dividend
Launch Date 01 January, 1970
Benchmark NIFTY 50 (35), CRISIL Short-Term Bond (35), NIFTY 50 Arbitrage (30
Asset Size(Cr) 151.58 (As on Mar 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.25 % For 90 Days
Expense Ratio 2.26% (As on Mar 31, 2019)
Fund Manager Murthy Nagarajan , Danesh Mistry

Investment Returns (As on 17 May, 2019)

  • 3 Month 3.32%
  • 6 Month -0.63%
  • 1 Year 0.48%
  • 3 Year 5.9%
  • 5 Year 6.64%
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 - Dividend - Payout 0.48% 5.9% 6.64%
HDFC Equity Savings Fund (G) 4.41% 10.86% 8.62%
Aditya Birla Sun Life Equity Savings Fund (G) 0.76% 7.38% %
SBI Equity Savings Fund (G) 2.29% 6.58% %
Reliance Equity Savings Fund (G) -1.8% 6.37% %

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