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

hybrid

RETURNS (5 YEARS) 9.71%
RETURNS (5 YEARS) 9.71%
NAV ₹27.43
Sub-Type equity savings
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.12%
3M
3.01%
6M
8.22%
1Y
16.94%
3Y
9.71%
5Y
9.71%

Fund Essentials

  • 20 Jan 2013

    Fund Started

  • ₹141.56 Cr

    AUM Fund Size

  • 0.48%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Low to Moderate

    Fund Risk

  • 0.25% if redeemed within 0-90 days

    0% if redeemed after 90 days

    Exit Load

Top 10 Holdings

  • 6.39%
  • 5.87%
  • 5.23%
  • 5.15%
  • 4.93%
  • 4.34%
  • 4.23%
  • 4.2%
  • 3.67%
  • 3.57%
  • 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