Tata Equity Savings Direct Plan Monthly Reinvestment of Income Distribution cum Capital Withdrawal

hybrid

RETURNS (5 YEARS) 10.64%
RETURNS (5 YEARS) 10.64%
NAV ₹21.53
Sub-Type equity savings
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.44%
3M
-0.01%
6M
4.17%
1Y
5.07%
3Y
9.96%
5Y
10.64%

Fund Essentials

  • 10 Jan 2014

    Fund Started

  • ₹267.80 Cr

    AUM Fund Size

  • 0.51%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Low to Moderate

    Fund Risk

  • 0.25% if redeemed within 0-7 days

    0% if redeemed after 7 days

    Exit Load

Top 10 Holdings

  • 11.59%
  • 6.73%
  • 5.95%
  • 4.92%
  • 4.87%
  • 4.45%
  • 4.44%
  • 4.15%
  • 4.06%
  • 3.76%
  • Murthy Nagarajan

    Manager

  • Sailesh Jain

    Manager

  • Tapan Patel

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Low to Moderate