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TATA EQUITY SAVINGS FUND REGULAR PLAN - PERIODIC IDCW PAYOUT

23.46
0.06 as on 27-Mar-2024
HYBRID | EQUITY SAVINGS

15.83

1 YEAR RETURNS

8.62

3 YEAR RETURNS

8.49

5 YEAR RETURNS

NA / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

500.0

Minimum SIP Investment

1000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
SBI EQUITY SAVINGS FUND - REGULAR PLAN - QUARTERLY IDCW PAYOUT 5 19.98 21.1 10.46 10.5 Buy
SBI EQUITY SAVINGS FUND - REGULAR PLAN - QUARTERLY IDCW PAYOUT 5 19.98 21.1 10.46 10.5 Buy
SBI EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW PAYOUT 5 19.59 21.1 10.46 10.5 Buy
KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW PAYOUT 5 17.13 20.21 11.87 10.63 Buy
SBI EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW PAYOUT 5 19.59 21.1 10.46 10.5 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