TATA EQUITY SAVINGS FUND REGULAR PLAN GROWTH
43.82
0.05
as on 30-May-2023
HYBRID
| EQUITY SAVINGS
7.6
1 YEAR RETURNS
10.95
3 YEAR RETURNS
6.91
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 | |
|---|---|---|---|---|---|---|
| AXIS EQUITY SAVER FUND REGULAR PLAN GROWTH | 5 | 17.43 | 7.26 | 12.13 | 7.55 | Buy |
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 20.27 | 9.48 | 12.59 | 8.52 | Buy |
| EDELWEISS EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 19.54 | 8.24 | 10.97 | 8.11 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 18.39 | 8.01 | 13.66 | 7.96 | Buy |
| ADITYA BIRLA SUN LIFE EQUITY SAVINGS FUND REGULAR PLAN GROWTH | 4 | 17.96 | 7.8 | 11.62 | 6.51 | 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 |