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Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

Tata Equity Savings Fund - Investment Information

  • ₹53.02 (-0.31%)

    Current NAV 20-12-2024

  • 11.72%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹5000

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Investment Objective

The investment objective of the scheme is to provide long term capital appreciation and income distribution to the investors by predominantly investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments.

Basic Details

Key Information About Investing Details.

Investment Details

Check the Fund’s General Information

  • Fund size215.99 Cr.
  • Min. Investment₹5000
  • Min. Sip Inv.₹100
  • Min. Addl Inv.₹1000
  • Expense Ratio1.13%
  • Turn over59.93%
  • Exit LoadTata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Sailesh Jain-manager-image
Sailesh Jain

Fund Manage : 7

Total AUM. : ₹17,041 Cr.

Murthy Nagarajan-manager-image
Murthy Nagarajan

Fund Manage : 11

Total AUM. : ₹18,015 Cr.

Tapan Patel-manager-image
Tapan Patel

Fund Manage : 5

Total AUM. : ₹0 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCTata Mutual Fund
  • Emailservice@tataamc.com
  • Office No022-6657 8282
  • Websitehttps://www.tatamutualfund.com
  • Address1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East, Mumbai - 400051
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  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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