Tata Equity Saving Fund-Dir (App)

Tata Equity Saving Fund-Dir (App)

Moderately HighEquityHybrid

Scheme Details

-%

Expense Ratio

₹250 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

8.18%

9.69%

10.11%

8.58%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Tata Equity Saving Fund-Dir (App)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

Holdings

Holdings

Sector Wise

GSEC2022

15.05%

Reverse Repo

9.1%

HCL Technologies

4.52%

Jamnagar Utiliti

4.5%

Adani Ports

4.38%

Fund Manager

M

Murthy Nagarajan

S

Sailesh Jain