Tata Equity Savings Fund- Direct Plan- Growth

Tata Equity Savings Fund- Direct Plan- Growth of Tata Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.22

Age

NA Years

Fund Manager

Murthy Nagarajan

AuM (Rs Crores)

172.469

Asset Class

Hybrid-Equity

Net Asset Value:

33.4769

Rating

2

Exit Load

0.003

Benchmark

Crisil Short-Term Bond Fund Index,Nifty 50 Arbitrage TRI,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

776.80%

Fund Manager Details:

Danesh Mistry B.Com, Post Graduate Diploma in Business Administration Prior to joining Tata AMC he was associated with HDFC Limited as Assistant Manager - Operations and ENAM Securities Limited as Anylyst in the Investment Banking Division.

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 investment in debt and money market instruments.

Top Holdings:

  • Power Generation & Distribution (8.35)
  • Finance (6.69)
  • Pharmaceuticals (6.1)
  • Entertainment (5.85)
  • FMCG (5.2)
  • Banks (5.2)
  • IT - Software (3.72)
  • Capital Goods-Non Electrical Equipment (3.4)
  • Automobile (2.99)
  • Realty (2.12)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition