Tata Equity Savings Fund Regular Plan Growth

49.53
NAV (Apr 26,2024)

Introducing the Tata Equity Savings Fund - Regular Plan - Growth, a reliable investment option for individuals looking to grow their savings. With a current expense ratio of 1.11, PE ratio of 38.38, and PB ratio of 6.05, this fund has an established date of April 27, 2000. With a minimum investment of ₹5000, you can start your journey towards financial growth. Don't miss out on this opportunity to invest in a fund with an AUM of ₹140.03.

Tata Equity Savings Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Equity Savings Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    39.86
  • P/B Ratio
    UM_URBAN_MONEY

    6.14
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.10%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

137.57 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,321.13 (3.21%)11,007.43 (10.07%)11,564.96 (15.65%)13,045.99 (30.46%)15,128.92 (51.29%)
30,963.39 (3.21%)33,022.29 (10.07%)34,694.88 (15.65%)39,137.97 (30.46%)45,386.76 (51.29%)
51,605.65 (3.21%)55,037.15 (10.07%)57,824.8 (15.65%)65,229.95 (30.46%)75,644.6 (51.29%)
82,569.04 (3.21%)88,059.44 (10.07%)92,519.68 (15.65%)1,04,367.92 (30.46%)1,21,031.36 (51.29%)
1,03,211.3 (3.21%)1,10,074.3 (10.07%)1,15,649.6 (15.65%)1,30,459.9 (30.46%)1,51,289.2 (51.29%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • GOI7.19%
  • AMBUJA CEMENTS LTD6.82%
  • LARSEN & TOUBRO LTD6.33%
  • TATA MONEY MARKET FUND5.27%
  • BHARTI AIRTEL LTD5.00%
  • AUROBINDO PHARMA LTD4.79%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD4.53%
  • HINDUSTAN UNILEVER LTD4.07%
  • STATE BANK OF INDIA3.93%
  • TATA CONSULTANCY SERVICES LTD3.83%
  • CASH NET CURRENT ASSET3.71%
  • TATA SHORT TERM BOND FUND3.66%
  • JAMNAGAR UTILITIES & POWER PVT LTD3.65%
  • ITC LTD3.60%
  • SILVER KG COMMODITY3.25%
  • ACC LTD3.16%
  • ICICI BANK LTD3.06%
  • HDFC BANK LTD2.75%
  • RELIANCE INDUSTRIES LTD2.58%
  • NTPC LTD1.95%
  • PERSISTENT SYSTEMS LTD1.76%
  • SBI LIFE INSURANCE COMPANY LTD1.36%
  • B REPO1.26%
  • CUMMINS INDIA LTD1.15%
  • YATRA ONLINE LTD1.05%
  • DIXON TECHNOLOGIES INDIA LTD0.85%
  • POWER GRID CORPORATION OF INDIA LTD0.83%
  • INTERGLOBE AVIATION LTD0.83%
  • AXIS BANK LTD0.70%
  • SUN PHARMACEUTICAL INDUSTRIES LTD0.69%
  • SIEMENS LTD0.67%
  • ZYDUS LIFESCIENCES LTD0.62%
  • HEALTHCARE GLOBAL ENTERPRISES LTD0.59%
  • ESCORTS KUBOTA LTD0.59%
  • INDUSIND BANK LTD0.54%
  • INFOSYS LTD0.47%
  • TITAGARH RAIL SYSTEMS LTD0.45%
  • LTIMINDTREE LTD0.39%
  • JINDAL STEEL & POWER LTD0.39%
  • SYRMA SGS TECHNOLOGY LTD0.34%
  • REC LTD0.30%
  • TATA CONSUMER PRODUCTS LTD0.27%
  • UNO MINDA LTD0.21%
  • ULTRATECH CEMENT LTD0.21%
  • FEDERAL BANK LTD0.20%
  • BHARTI AIRTEL LTD RIGHT PARTLY PAID0.08%
  • FLAIR WRITING INDUSTRIES LTD0.06%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.00%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

11.26%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

10.65%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.74%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.10%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.80%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.52%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

7.37%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.41%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

4.75%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

21.47%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

20.63%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

18.81%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

18.54%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

17.92%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

16.81%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

16.37%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.67%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

12.16%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

11.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

13.04%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.57%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.53%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.84%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.18%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.10%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

7.77%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.74%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.43%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

6.95%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.66%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.40%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

10.34%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

8.51%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.32%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.03%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

7.62%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.29%

Fund Managers

SJ

Mr. Sailesh Jain

MN

Mr. Murthy NagarajanHead of Fixed Income

Mr. Nagarajan is responsible for managing debt schemes of the fund. He has more than 17 years of experience in finance and financial services in India.

TP

Mr. Tapan PatelFund Manager

Get your latest Credit Score, FREE

Compare with similar Funds

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money