TATA EQUITY SAVINGS FUND REGULAR PLAN GROWTH
52.37
-0.11
as on 06-Sep-2024
Hybrid
| Equity Savings
16.65
1 YEAR RETURNS
9.24
3 YEAR RETURNS
9.87
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 | |
|---|---|---|---|---|---|---|
| HSBC EQUITY SAVINGS FUND - GROWTH | 5 | 32.17 | 24.04 | 12.44 | 13.69 | Buy |
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 25.46 | 20.06 | 12.37 | 11.29 | Buy |
| UTI EQUITY SAVINGS FUND - REGULAR GROWTH PLAN - GROWTH | 4 | 17.58 | 16.72 | 11.17 | 11.76 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 22.97 | 18.73 | 10.51 | 11.09 | Buy |
| MIRAE ASSET EQUITY SAVINGS FUND REGULAR GROWTH | 4 | 19.27 | 17.4 | 10.29 | 11.93 | 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 |