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

hybrid

RETURNS (5 YEARS) 13.51%
RETURNS (5 YEARS) 13.51%
NAV ₹29.38
Sub-Type equity savings
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.79%
3M
0.89%
6M
1.25%
1Y
10.14%
3Y
9.93%
5Y
13.51%

Fund Essentials

  • 20 Jan 2013

    Fund Started

  • ₹249.88 Cr

    AUM Fund Size

  • 0.50%

    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

  • 12.26%
  • 6.26%
  • 6.0%
  • 5.26%
  • 4.67%
  • 4.31%
  • 4.2%
  • 4.19%
  • 3.8%
  • 3.79%
  • 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