Tata Equity Savings Fund Regular Dividend Monthly is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 27 Apr 2000. Murthy Nagarajan, Sonam Udasi is the Current Fund Manager of Tata Equity Savings Fund Regular Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹138 Cr and the Latest NAV as of 15 Nov 2019 is ₹13.66.
The Tata Equity Savings Fund Regular Dividend Monthly is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days..
Investment Objective
One of the ideal investment avenue for pre-dominantly fixed income investors interested in allocating a small percentage of their investments in to equities while focusing on earning accrual income on major proportion of their investments.
Tax Implications
Returns 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.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days.
Exit Load