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

hybrid

RETURNS (5 YEARS) 11.68%
RETURNS (5 YEARS) 11.68%
NAV ₹21.46
Sub-Type equity savings
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.04%
3M
3.47%
6M
2.86%
1Y
7.45%
3Y
11.82%
5Y
11.68%

Fund Essentials

  • 10 Jan 2014

    Fund Started

  • ₹264.80 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

  • 11.94%
  • 6.9%
  • 5.86%
  • 5.12%
  • 4.5%
  • 4.36%
  • 4.25%
  • 4.23%
  • 3.8%
  • 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