TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option

TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option

  • Current NAV

    ₹16.77 0.0308%

    17-05-2024
  • Annual Returns

    15.75%

  • Min. SIP ₹100

    Min. Investment ₹5000

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Calculate SIP Returns of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.19% 0.99% 2.06%
1M 1.93% 1.45% 2.5%
3M 3.18% 2.71% 2.31%
6M 9.34% 8.17% 14.47%
1Y 15.75% 15.76% 25.48%
2Y 11.1% 11.62% 19.13%
3Y 9.38% 9.64% 15.59%
5Y 8.86% 9.38% 15.93%
ALL 5.98% 8.28% 14.05%

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Risk scale

Moderate

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Fund Managers

Sailesh Jain
Sailesh Jain

Fund Manage - 7

Total AUM. - 17041Cr.

Murthy Nagarajan
Murthy Nagarajan

Fund Manage - 11

Total AUM. - 18015Cr.

Tapan Patel
Tapan Patel

Fund Manage - 5

Total AUM. - 0Cr.

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Portfolio Analysis

Equity35% Debt15.81% Others44.8%

Market Cap

Top 5 Sectors

Financial

Energy

Consumer Staples

Technology

Construction

Top 5 Companies

Indusind Bank Ltd.

Reliance Industries Ltd.

Hindustan Unilever Ltd.

HDFC Bank Ltd.

ICICI Bank Ltd.

Market Cap

Top 5 Sectors

Sovereign

Capital Goods

Financial

Top 5 Companies

9.75% Jamnagar Utilities and Power Pvt. Ltd. 02/08/2024

7.38% GOI 20/06/2027

5.74% GOI 15/11/2026

7.32% GOI 28/01/2024

6.4% National Bank For Agriculture & Rural Development 31/07/2023

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From Tata Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Tata Infrastructure Fund-Regular Plan- Growth Option 8.36% 17.09% 39.9% 72.11% 28.3%
Tata Mid Cap Growth Fund Regular Plan- Growth Option 6.92% 10.87% 24.96% 55.97% 24.93%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 6.92% 10.87% 24.96% 55.97% 24.85%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 6.92% 10.87% 24.96% 55.97% 24.85%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 1.94% 1.4% 20.33% 53.56% 24.12%
Tata Business Cycle Fund-Regular Plan-Growth 4.13% 6.81% 23.96% 51.61% 0%
Tata Equity PE Fund Regular Plan -(Growth Option) 5.12% 6.4% 26.66% 49.38% 20.29%
Tata Resources & Energy Fund-Regular Plan-Growth 3.38% 6.99% 27.12% 44.93% 25.03%
Tata Small Cap Fund-Regular Plan-Growth 7.46% 9.53% 21.08% 44.83% 29.17%
See More About Tata Mutual Fund

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option as of 17-05-2024 is 16.7714.

What is the expense ratio of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option?

Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option is Rs 125.97 Crs.

Is TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Consumer Staples, Technology, Construction.

How to start online SIP in TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option?

Redeeming your investments in TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Murthy Nagarajan, Sailesh Jain, Tapan Patel, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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