Tata Equity Savings Fund - Monthly Dividend - Payout

3
Equity Savings NAV 15.1051 -0.65 03 December, 2021
  • 7.17%
  • 10Y 1M
Tata Equity Savings Fund - Monthly Dividend - Payout was previously known as

Tata Regular Savings Equity - Monthly Dividend - Payout

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) 112 (As on Sept 30, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.32% (As on Sept 2021)
Fund Manager Murthy Nagarajan, Sailesh Jain

Investment Returns (As on 03 Dec, 2021)

  • 3 Month 0.76%
  • 6 Month 5.14%
  • 1 Year 13.16%
  • 3 Year 9.14%
  • 5 Year 7.17%
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 - Monthly Dividend - Payout 13.16% 9.14% 7.17%
SBI Equity Savings Fund (G) 16.07% 11.31% 9.53%
Aditya Birla Sun Life Equity Savings Fund (G) 15.59% 10.58% 8.96%
HDFC Equity Savings Fund (G) 20.43% 10.5% 9.61%
Nippon India Equity Savings Fund (G) 13.75% -0.66% 2.76%

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