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

hybrid

RETURNS (5 YEARS) 9.84%
RETURNS (5 YEARS) 9.84%
NAV ₹20.94
Sub-Type equity savings
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-1.15%
3M
0.17%
6M
1.57%
1Y
10.56%
3Y
8.95%
5Y
9.84%

Fund Essentials

  • 10 Jan 2014

    Fund Started

  • ₹224.14 Cr

    AUM Fund Size

  • 0.49%

    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

  • 13.68%
  • 6.01%
  • 5.85%
  • 5.16%
  • 4.85%
  • 4.75%
  • 4.58%
  • 4.36%
  • 4.11%
  • 3.7%
  • 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