Overview

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
Fund	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate Risk	Moderate Risk
Asset Size (Cr)	₹250 Cr	₹2417 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	18 Aug 2003	28 Mar 2016
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	59.93%	444%
Expense Ratio	1.13	1.32
Manager	Sailesh Jain	Kedar Karnik
ISIN Code	INF277K01907	INF740KA1439
Exits Load	Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
1 Month	-0.16%	-0.08%
6 Month	0.88%	1.25%
1 Year	8.21%	9.89%
3 Year	8.67%	9.24%
5 Year	8.88%	9.39%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	4.82%	6.05%
3 Year	9.66%	10.17%
5 Year	9.42%	10.21%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
1 Year	7.05%	8.52%
3 Year	7.05%	8.4%
5 Year	6.89%	7.94%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.977%	4.207%
Sharp	0.591%	0.614%
Beta	-	-
Alpha	-	-

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Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
Name	Sailesh Jain	Kedar Karnik
Total AUM	₹17041 Cr	₹32997 Cr
Fund Manage	7	11
	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
Others	30.31	-6.43
Large Cap	14.56	50.67
Mid Cap	4.11	9.65
Small Cap	1.34	8.11

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	DSP Equity Savings Fund - Regular Plan - Growth
Others	30.31	-6.43
Telecom - Services	0.85	4.24
Petroleum Products	1.75	3.22
Electrical Equipment	0.36	0.23
Pharmaceuticals & Biotechnology	1.32	2.97
Cement & Cement Products	0.49	0.66
Construction	0.85	2.44
Finance	0.92	3.8
Diversified FMCG	0.67	1.92
Banks	5.18	18.24
Agricultural, Commercial & Construction Vehicles	0.45	0.07
Insurance	-0.01	2.13
Ferrous Metals	0.2	0.84
IT - Software	2.76	2.39
Industrial Products	0.44	0.08
Auto Components	0.56	1.1
Financial Technology (Fintech)	0.34	-
Automobiles	0.3	5.28
Industrial Manufacturing	0.46	-
Transport Services	0.41	-
Power	1.04	1.94
Transport Infrastructure	-0.03	0.31
Consumer Durables	0.7	1.66
Personal Products	-	0.01
Non - Ferrous Metals	-	0.63
Leisure Services	-	0.46
Aerospace & Defense	-	1.15
Realty	-	2.01
Chemicals & Petrochemicals	-	0.87
Capital Markets	-	0.25
Diversified Metals	-	1.64
Oil	-	0.45
Food Products	-	0.06
Fertilizers & Agrochemicals	-	0.66
Diversified	-	0.45
Gas	-	0.08
Metals & Minerals Trading	-	4.56
Healthcare Services	-	0.3
Minerals & Mining	-	0.37
Retailing	-	0.21
Beverages	-	0.21
Commercial Services & Supplies	-	0.54