How to Invest in Tata Equity Savings Fund Regular Growth?

You can easily invest in Tata Equity Savings Fund Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Equity Savings Fund Regular Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Equity Savings Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Equity Savings Fund Regular Growth provide?

The Tata Equity Savings Fund Regular Growth has been there from 26 Apr 1997 and the average annual returns provided by this fund is 1.55% since its inception.

How much expense ratio is charged by Tata Equity Savings Fund Regular Growth?

The term Expense Ratio used for Tata Equity Savings Fund Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Equity Savings Fund Regular Growth is 0.88% as of 01 Apr 2023...

What is the AUM of Tata Equity Savings Fund Regular Growth?

The AUM, short for Assets Under Management of Tata Equity Savings Fund Regular Growth is ₹139.13Cr as of 01 Apr 2023.

How to Redeem Tata Equity Savings Fund Regular Growth?

If you want to sell your Tata Equity Savings Fund Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Equity Savings Fund Regular Growth?

You can select either SIP or Lumpsum investment of Tata Equity Savings Fund Regular Growth based on your investment objective and risk tolerance.

What is the NAV of Tata Equity Savings Fund Regular Growth?

The NAV of Tata Equity Savings Fund Regular Growth is ₹42.41 as of 31 Mar 2023.

What is the PE and PB ratio of Tata Equity Savings Fund Regular Growth?

The PE ratio ratio of Tata Equity Savings Fund Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Equity Savings Fund Regular Growth - NAV, Mutual Fund Performance & Portfolio

Tata Equity Savings Fund Regular Growth
Hybrid
Equity Savings
Moderately High Risk
10.84%
3Y annualised
+0.16% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 31 Mar 2023₹42.41
Min. SIP amountNot Supported
Rating2
Fund size₹139.13Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.6%10.8%6.3%8.6%
Category average2.5%12.5%6.5%NA
Rank with in category141910NA
Understand terms
Holdings (40)NameSectorInstrumentAssets
Housing Development Finance Corporation Ltd.FinancialEquity7.5%
Kotak Mahindra Bank Ltd.FinancialEquity5.7%
Reliance Industries Ltd.EnergyEquity5.7%
Indusind Bank Ltd.FinancialEquity4.6%
Hindustan Unilever Ltd.Consumer StaplesEquity4.5%
Tata Short Term Bond Direct Plan-Growth
FinancialMutual Fund4.5%
Tech Mahindra Ltd.TechnologyEquity3.7%
Tata Money Market Fund Direct-Growth
FinancialMutual Fund3.7%
Tata Consultancy Services Ltd.TechnologyEquity3.7%
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsDebenture3.7%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
0.88%
31 Jan 2023 - 28 Feb 2023
0.78%
31 Dec 2022 - 31 Jan 2023
1.03%
31 Dec 2022 - 31 Dec 2022
1.03%
30 Nov 2022 - 31 Dec 2022
1.03%
30 Nov 2022 - 30 Nov 2022
1.03%
30 Nov 2022 - 30 Nov 2022
1.03%
31 Oct 2022 - 30 Nov 2022
1.03%
31 Oct 2022 - 31 Oct 2022
1.03%
31 Oct 2022 - 31 Oct 2022
1.03%
31 Oct 2022 - 31 Oct 2022
1.03%
31 Oct 2022 - 31 Oct 2022
1.03%
30 Sep 2022 - 31 Oct 2022
1.04%
30 Sep 2022 - 30 Sep 2022
1.04%
30 Sep 2022 - 30 Sep 2022
1.04%
31 Aug 2022 - 30 Sep 2022
1.04%
31 Aug 2022 - 31 Aug 2022
1.04%
31 Jul 2022 - 31 Aug 2022
1.05%
31 Jul 2022 - 31 Jul 2022
1.05%
30 Jun 2022 - 31 Jul 2022
1.06%
30 Jun 2022 - 30 Jun 2022
1.06%
31 May 2022 - 30 Jun 2022
0.57%
31 May 2022 - 31 May 2022
0.57%
30 Apr 2022 - 31 May 2022
1.06%
30 Apr 2022 - 30 Apr 2022
1.06%
31 Mar 2022 - 30 Apr 2022
1.15%
31 Mar 2022 - 31 Mar 2022
1.15%
28 Feb 2022 - 31 Mar 2022
1.15%
28 Feb 2022 - 28 Feb 2022
1.15%
31 Jan 2022 - 28 Feb 2022
1.17%
31 Dec 2021 - 31 Jan 2022
2.41%
30 Nov 2021 - 31 Dec 2021
2.61%
31 Oct 2021 - 30 Nov 2021
2.38%
30 Sep 2021 - 31 Oct 2021
2.38%
31 Aug 2021 - 30 Sep 2021
2.32%
31 Jul 2021 - 31 Aug 2021
2.36%
30 Jun 2021 - 31 Jul 2021
2.34%
31 May 2021 - 30 Jun 2021
2.34%
30 Apr 2021 - 31 May 2021
2.33%
31 Mar 2021 - 30 Apr 2021
2.37%
28 Feb 2021 - 31 Mar 2021
2.31%
31 Jan 2021 - 28 Feb 2021
2.31%
31 Dec 2020 - 31 Jan 2021
2.31%
30 Nov 2020 - 31 Dec 2020
2.29%
31 Oct 2020 - 30 Nov 2020
2.29%
30 Sep 2020 - 31 Oct 2020
2.30%
31 Aug 2020 - 30 Sep 2020
2.29%
31 Jul 2020 - 31 Aug 2020
2.30%
30 Jun 2020 - 31 Jul 2020
2.30%
31 May 2020 - 30 Jun 2020
2.29%
30 Apr 2020 - 31 May 2020
2.30%
31 Mar 2020 - 30 Apr 2020
2.93%
29 Feb 2020 - 31 Mar 2020
2.31%
31 Jan 2020 - 29 Feb 2020
2.31%
31 Dec 2019 - 31 Jan 2020
2.25%
30 Nov 2019 - 31 Dec 2019
2.30%
31 Oct 2019 - 30 Nov 2019
2.30%
30 Sep 2019 - 31 Oct 2019
2.30%
31 Aug 2019 - 30 Sep 2019
2.30%
31 Jul 2019 - 31 Aug 2019
2.29%
30 Jun 2019 - 31 Jul 2019
2.29%
31 May 2019 - 30 Jun 2019
2.32%
30 Apr 2019 - 31 May 2019
2.22%
31 Mar 2019 - 30 Apr 2019
2.26%
28 Feb 2019 - 31 Mar 2019
2.20%
31 Jan 2019 - 28 Feb 2019
2.10%
31 Dec 2018 - 31 Jan 2019
2.13%
30 Nov 2018 - 31 Dec 2018
2.23%
31 Oct 2018 - 30 Nov 2018
2.13%
30 Sep 2018 - 31 Oct 2018
2.11%
31 Aug 2018 - 30 Sep 2018
2.16%
31 Jul 2018 - 31 Aug 2018
1.80%
30 Jun 2018 - 31 Jul 2018
2.16%
31 May 2018 - 30 Jun 2018
1.81%
30 Apr 2018 - 31 May 2018
1.82%
31 Mar 2018 - 30 Apr 2018
1.88%
28 Feb 2018 - 31 Mar 2018
0.95%
31 Jan 2018 - 28 Feb 2018
1.76%
31 Dec 2017 - 31 Jan 2018
1.76%
30 Nov 2017 - 31 Dec 2017
1.76%
31 Oct 2017 - 30 Nov 2017
1.76%
Expense ratio, exit load and taxExpense ratio: 0.88%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementMurthy Nagarajan
Apr 2017 - Present
View details
Education
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
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Sailesh Jain
Nov 2018 - Present
View details
Education
Mr. Jain is a Commerce Graduate and an MBA.
Experience
Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
Also manages these schemes
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Aurobinda Prasad Gayan
Jan 2022 - Present
View details
Education
Mr. Gayan is an MBA (Finance)
Experience
Prior to joining Tata Asset Management Ltd. as Head Commodity Strategies. He has worked with Kotak Commodities Services Pvt. Ltd. as Research Head and Karvy Comtrade Ltd. as Research Head.
Also manages these schemes
Tata Equity Savings Fund Regular IDCW Monthly
Tata Equity Savings Fund Regular Growth
Tata Equity Savings Fund Regular IDCW
Tata Equity Savings Fund Direct IDCW Monthly
Tata Equity Savings Fund Direct IDCW
Tata Equity Savings Fund Direct Growth
Tata Multi Asset Opportunities Fund Direct IDCW
Tata Multi Asset Opportunities Fund Regular Growth
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Tata Multi Asset Opportunities Fund Regular IDCW
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹86,582.73Cr
Date of Incorporation30 Jun 1995
 Tata Equity Savings Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan, Sonam Udasi is the Current Fund Manager of Tata Equity Savings Fund Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹86,583 Cr and the Latest NAV as of 31 Mar 2023 is ₹42.41.
The Tata Equity Savings Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days.
;
Investment ObjectiveThe scheme aims to provide long term capital appreciation by investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments.
;
Fund benchmarkNIFTY Equity Savings Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
ICICI Bank Ltd
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Equity Savings Fund Regular Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	1.6%	10.8%	6.3%	8.6%
Category average	2.5%	12.5%	6.5%	NA
Rank with in category	14	19	10	NA

Name	Sector	Instrument	Assets
Housing Development Finance Corporation Ltd.	Financial	Equity	7.5%
Kotak Mahindra Bank Ltd.	Financial	Equity	5.7%
Reliance Industries Ltd.	Energy	Equity	5.7%
Indusind Bank Ltd.	Financial	Equity	4.6%
Hindustan Unilever Ltd.	Consumer Staples	Equity	4.5%
Tata Short Term Bond Direct Plan-Growth	Financial	Mutual Fund	4.5%
Tech Mahindra Ltd.	Technology	Equity	3.7%
Tata Money Market Fund Direct-Growth	Financial	Mutual Fund	3.7%
Tata Consultancy Services Ltd.	Technology	Equity	3.7%
Jamnagar Utilities and Power Pvt. Ltd.	Capital Goods	Debenture	3.7%

Rank (total assets)	#14 in India
Total AUM	₹86,582.73Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY Equity Savings Total Return Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹139.13Cr

Tata Equity Savings Fund Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (40)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.88%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Murthy NagarajanApr 2017 - PresentView details

Sailesh JainNov 2018 - PresentView details

Aurobinda Prasad GayanJan 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Murthy Nagarajan
Apr 2017 - Present
View details

Sailesh Jain
Nov 2018 - Present
View details

Aurobinda Prasad Gayan
Jan 2022 - Present
View details