Tata Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

The process for redemption is

• Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
• You will get information about the redemption and the NAV at which redeemed.
• The amount will be deposited in the designated bank account.

The AUM of Tata Equity Savings Fund - Growth - Direct Plan is currently ₹268 Crores.

The Top three stocks are HDFC Bank, Bharti Airtel and Reliance Industries and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 47% of fund’s portfolio respectively.

Top three sectors of Tata Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 64% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Tata Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.

Sailesh Jain and Murthy Nagarajan manage the Tata Equity Savings Fund - Growth - Direct Plan Fund.

Tata Equity Savings Fund - Growth - Direct Plan current PE ratio is 30.36 and PB ratio is 5.68

The asset allocation of Tata Equity Savings Fund - Growth - Direct Plan is Stocks : 65.33%, Debt : 21.17% and Gold : 13.50%

The minimum SIP amount for Tata Equity Savings Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00

The exit load for Tata Equity Savings Fund - Growth - Direct Plan is 0.25% on or before 7 days, Nil after 7 days