Tata Equity Savings Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹138 Cr
Expense
2.25 %
Turnover
170.31%
Category
Hybrid - Equity...
Benchmark
I-BEX (I-Sec So...
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
100%
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Fund Overview

Tata Equity Savings Fund - Regular Plan - Growth

Launch Date 27 Apr 2000
Benchmark I-BEX (I-Sec Sovereign Bond Index)
Riskometer Moderately High
Turnover 170.31%
Type Open ended scheme
Return Since Launch 7.70%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹150.00
Min. Cheques 12
Min. Withdrawal ₹500.00
Min. Balance ₹150.00
Exit Load 0.00%
Remark Nil upto 12% of original cost of investments and 0.25% for more than 12% on or before 90D, Nil after 90D

Investment Objective

The investment objective of the scheme is to provide long term capital appreciation and income distribution to the investors by predominantly investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments.

Managers

Fund Manager Sailesh Jain
Sub Managers Murthy Nagarajan
Puchho Befikar