Tata Equity Saving Fund-Dir (IDCW-Periodic)

Tata Equity Saving Fund-Dir (IDCW-Periodic)

ModerateEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹216 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
14.49%
10.27%
10.69%
10.95%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Equity Saving Fund-Dir (IDCW-Periodic)
14.49%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

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

M
Murthy Nagarajan
S
Sailesh Jain