Tata Equity Saving Fund - (IDCW-M)

Tata Equity Saving Fund - (IDCW-M)

ModerateEquityHybrid

Scheme Details

-%

Expense Ratio

₹216 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

13.75%

9.38%

9.48%

8.26%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Tata Equity Saving Fund - (IDCW-M)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

SBI PSU Fund - Direct (G)

Aditya Birla SL PSU Equity Fund - Direct (G)

Holdings

Holdings

Sector Wise

Silver

8.07%

GSEC2022

7.69%

H D F C

5.37%

TCS

4.16%

Powergrid Infra.

4.03%

Fund Manager

S

Sailesh Jain

M

Murthy Nagarajan