TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option TATA Equity Savings Fund- Regular Plan -Monthly Payout of IDCW option

TATA Equity Savings Fund - Investment Information

  • ₹17.28 (0.0072%)

    Current NAV 06-09-2024

  • 16.55%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Investment Objective

The scheme primarily invests in debt instruments, while taking exposure to equity up to 10 per cent and money market instruments.

Basic Details

Key Information About Investing Details.

Investment Details

Check the Fund’s General Information

  • Fund size155.97 Cr.
  • Min. Investment₹ 5000
  • Min. Sip Inv.₹ 100
  • Min. Addl Inv.₹ 1000
  • Expense Ratio1.11%
  • Turn over59.93%
  • Exit LoadFor units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days.

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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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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