TATA EQUITY SAVINGS FUND REGULAR PLAN GROWTH
54.44
0.42
as on 12-May-2025
HYBRID
| EQUITY SAVINGS
8.05
1 YEAR RETURNS
8.53
3 YEAR RETURNS
11.74
5 YEAR RETURNS
5000.0
Minimum Investment150.0
Minimum SIP Investment1000.0
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 | 31.98 | 8.33 | 10.14 | 15.39 | Buy |
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 25.53 | 5.48 | 9.99 | 13.55 | Buy |
| EDELWEISS EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 24.6 | 8.78 | 9.68 | 12.01 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 23.44 | 6.27 | 9.09 | 14.19 | Buy |
| ICICI PRUDENTIAL EQUITY SAVINGS FUND CUMULATIVE | 4 | 22.21 | 7.34 | 8.03 | 11.74 | 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 |