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TATA EQUITY SAVINGS FUND REGULAR PLAN - MONTHLY IDCW REINVESTMENT

16.81
0.02 as on 22-May-2024
HYBRID | EQUITY SAVINGS

15.74

1 YEAR RETURNS

9.28

3 YEAR RETURNS

8.87

5 YEAR RETURNS

3 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

150.0

Minimum SIP Investment

1000.0

Additional Purchase

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
UTI EQUITY SAVINGS FUND - REGULAR IDCW REINVESTMENT 5 16.82 17.11 11.13 10.61 Buy
UTI EQUITY SAVINGS FUND - REGULAR MONTHLY IDCW REINVESTMENT 5 16.82 17.11 11.13 10.61 Buy
UTI EQUITY SAVINGS FUND - REGULAR QUARTERLY IDCW REINVESTMENT 5 16.82 17.11 11.13 10.61 Buy
KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW REINVESTMENT 5 17.55 19.45 12.05 10.94 Buy
HSBC EQUITY SAVINGS FUND - QUARTERLY IDCW REINVESTENT 4 16.09 22.89 12.69 11.13 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