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

hybrid

RETURNS (5 YEARS) 9.74%
RETURNS (5 YEARS) 9.74%
NAV ₹21.81
Sub-Type equity savings
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.14%
3M
1.67%
6M
3.41%
1Y
6.76%
3Y
10.51%
5Y
9.74%

Fund Essentials

  • 10 Jan 2014

    Fund Started

  • ₹276.87 Cr

    AUM Fund Size

  • 0.51%

    Expense Ratio

  • ₹100.0

    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

  • 11.2%
  • 7.92%
  • 6.35%
  • 5.7%
  • 5.29%
  • 4.92%
  • 4.82%
  • 4.38%
  • 4.16%
  • 3.97%
  • Murthy Nagarajan

    Manager

  • Sailesh Jain

    Manager

  • Tapan Patel

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹100.0
Risk-o-meter
Low to Moderate