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

TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option is a scheme launched by Tata Mutual Fund on June 13, 2000, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 267.8 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.13% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option trailing returns over different times are 1.47% (1 year), 5.35% (3 year) and 5.66% (5 year). The average annual return of this fund stands at 1.25%.