TATA EQUITY SAVINGS FUND REGULAR PLAN GROWTH
52.77
-0.22
as on 21-Jan-2025
HYBRID
| EQUITY SAVINGS
9.81
1 YEAR RETURNS
8.39
3 YEAR RETURNS
9.03
5 YEAR RETURNS
200000.0
Minimum Investment200000.0
Minimum SIP Investment200000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 24.91 | 9.29 | 10.52 | 10.73 | Buy |
| HSBC EQUITY SAVINGS FUND - GROWTH | 5 | 32.07 | 17.12 | 11.95 | 12.28 | Buy |
| EDELWEISS EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 23.9 | 11.33 | 9.26 | 10.39 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 22.82 | 8.71 | 9.3 | 10.6 | Buy |
| ICICI PRUDENTIAL EQUITY SAVINGS FUND CUMULATIVE | 4 | 21.61 | 7.68 | 8.32 | 7.73 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Reliance Industries Ltd | 6.38 |
| 2 | Reverse Repo | 5.78 |
| 3 | Bharat Petroleum Corporation Ltd | 5.38 |
| 4 | Tata Consultancy Services Ltd | 5.19 |
| 5 | ITC Ltd | 5.06 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 17.25 |
| 2 | Banks | 13.81 |
| 3 | Refineries | 11.76 |
| 4 | Computers - Software - Large | 10.35 |
| 5 | Banks - Private Sector | 7.8 |