Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.05%
1 Month+0.40%
3 Months-0.00%
6 Months+1.90%
1 Year+6.88%
3 Years (CAGR)+9.83%
5 Years (CAGR)+8.02%
10 Years (CAGR)+8.12%
Since Inception (Apr 2006)+7.28%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.99%
3 Year SIP+8.00%
5 Year SIP+8.25%
Since Inception (Apr 2006)+7.57%
Fund Details
Fund HouseTata Mutual Fund
CategoryEquity Savings
Plan Typeregular
Optiongrowth
AUM₹285 Cr
Expense Ratio1.14%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code101906
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Equity Savings Fund -Regular Plan-Growth Option by Tata Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.
About This Fund
Tata Equity Savings Fund -Regular Plan-Growth Option is a Equity Savings mutual fund offered by Tata Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹285 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.14%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations