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Tata Equity Savings Fund Direct dividend reinvestment
Hybrid • Equity Savings • Direct dividend reinvestment
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct dividend reinvestment
Launched On
20 May 2013
12.9 years ago
Lock-in Period
No lock-in
NAV
as of 20 Feb 2026
₹31.15
+0.0617% (0.10)
AUM
₹278 Cr
Expense ratio
0.58%
Benchmark
NIFTY Equity Savings
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 7D
0.25%
If units sold after 7D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Communication Services
Consumer Cyclical
Utilities
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,93,078 Cr • Rank #10TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Murthy Nagarajan
Experience: 9.03 yrs • Total AUM: 1,26,977 Cr
Sailesh Jain
Experience: 7.43 yrs • Total AUM: 2,70,207 Cr
Tapan Patel
Experience: 2.67 yrs • Total AUM: 58,631 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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