How to Invest in Tata Equity Savings Fund Direct Growth?

You can easily invest in Tata Equity Savings Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Equity Savings Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Equity Savings Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Equity Savings Fund Direct Growth provide?

The Tata Equity Savings Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 8.79% since its inception.

How much expense ratio is charged by Tata Equity Savings Fund Direct Growth?

The term Expense Ratio used for Tata Equity Savings Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Equity Savings Fund Direct Growth is 0.42% as of 04 Dec 2023...

What is the AUM of Tata Equity Savings Fund Direct Growth?

The AUM, short for Assets Under Management of Tata Equity Savings Fund Direct Growth is ₹124.73Cr as of 04 Dec 2023.

How to Redeem Tata Equity Savings Fund Direct Growth?

If you want to sell your Tata Equity Savings Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Equity Savings Fund Direct Growth?

You can select either SIP or Lumpsum investment of Tata Equity Savings Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Tata Equity Savings Fund Direct Growth?

The NAV of Tata Equity Savings Fund Direct Growth is ₹51.72 as of 01 Dec 2023.

What is the PE and PB ratio of Tata Equity Savings Fund Direct Growth?

The PE ratio ratio of Tata Equity Savings Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Equity Savings Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Tata Equity Savings Fund Direct Growth
Hybrid
Equity Savings
Moderate Risk
9.63%
3Y annualised
+0.41% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹51.72
Min. SIP amount₹150
Rating3
Fund size₹124.73Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.8%9.6%9.2%8.3%
Category average9.6%9.5%8.4%NA
Rank with in category171512NA
Understand terms
Holdings (43)NameSectorInstrumentAssets
Indusind Bank Ltd.
FinancialEquity7.3%
Tata Money Market Fund Direct-Growth
NAMutual Fund5.6%
ICICI Bank Ltd.
FinancialEquity5.4%
Ambuja Cements Ltd.
ConstructionEquity5.1%
Larsen & Toubro Ltd.
ConstructionEquity4.3%
Aurobindo Pharma Ltd.
HealthcareEquity4.1%
Jamnagar Utilities and Power Pvt. Ltd.
Capital GoodsDebenture4.1%
GOI
SovereignGOI Sec4.0%
GOI
SovereignGOI Sec3.8%
Tata Consumer Products Ltd.
Consumer StaplesEquity3.8%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Hybrid Equity Savings
Pros
Cons
Lower expense ratio: 0.42%
1Y annualised returns lower than category average by 0.79%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
3Y, 5Y and 10Y annualised returns higher than category average
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
23 Nov 2023 - Present
0.42%
22 Nov 2023 - 23 Nov 2023
0.42%
21 Nov 2023 - 22 Nov 2023
0.42%
20 Nov 2023 - 21 Nov 2023
0.42%
19 Nov 2023 - 20 Nov 2023
0.42%
18 Nov 2023 - 19 Nov 2023
0.42%
17 Nov 2023 - 18 Nov 2023
0.42%
16 Nov 2023 - 17 Nov 2023
0.42%
15 Nov 2023 - 16 Nov 2023
0.42%
14 Nov 2023 - 15 Nov 2023
0.42%
13 Nov 2023 - 14 Nov 2023
0.42%
12 Nov 2023 - 13 Nov 2023
0.42%
11 Nov 2023 - 12 Nov 2023
0.42%
10 Nov 2023 - 11 Nov 2023
0.42%
09 Nov 2023 - 10 Nov 2023
0.42%
08 Nov 2023 - 09 Nov 2023
0.42%
07 Nov 2023 - 08 Nov 2023
0.42%
06 Nov 2023 - 07 Nov 2023
0.42%
05 Nov 2023 - 06 Nov 2023
0.42%
04 Nov 2023 - 05 Nov 2023
0.42%
03 Nov 2023 - 04 Nov 2023
0.42%
02 Nov 2023 - 03 Nov 2023
0.42%
01 Nov 2023 - 02 Nov 2023
0.42%
31 Oct 2023 - 01 Nov 2023
0.42%
30 Oct 2023 - 31 Oct 2023
0.42%
29 Oct 2023 - 30 Oct 2023
0.42%
28 Oct 2023 - 29 Oct 2023
0.42%
27 Oct 2023 - 28 Oct 2023
0.42%
26 Oct 2023 - 27 Oct 2023
0.42%
25 Oct 2023 - 26 Oct 2023
0.42%
24 Oct 2023 - 25 Oct 2023
0.42%
23 Oct 2023 - 24 Oct 2023
0.42%
22 Oct 2023 - 23 Oct 2023
0.42%
21 Oct 2023 - 22 Oct 2023
0.42%
20 Oct 2023 - 21 Oct 2023
0.42%
19 Oct 2023 - 20 Oct 2023
0.42%
18 Oct 2023 - 19 Oct 2023
0.42%
17 Oct 2023 - 18 Oct 2023
0.42%
16 Oct 2023 - 17 Oct 2023
0.42%
15 Oct 2023 - 16 Oct 2023
0.42%
14 Oct 2023 - 15 Oct 2023
0.42%
13 Oct 2023 - 14 Oct 2023
0.42%
12 Oct 2023 - 13 Oct 2023
0.42%
11 Oct 2023 - 12 Oct 2023
0.42%
10 Oct 2023 - 11 Oct 2023
0.42%
09 Oct 2023 - 10 Oct 2023
0.42%
08 Oct 2023 - 09 Oct 2023
0.42%
07 Oct 2023 - 08 Oct 2023
0.42%
06 Oct 2023 - 07 Oct 2023
0.42%
05 Oct 2023 - 06 Oct 2023
0.42%
04 Oct 2023 - 05 Oct 2023
0.42%
03 Oct 2023 - 04 Oct 2023
0.42%
02 Oct 2023 - 03 Oct 2023
0.42%
01 Oct 2023 - 02 Oct 2023
0.42%
30 Sep 2023 - 01 Oct 2023
0.42%
29 Sep 2023 - 30 Sep 2023
0.42%
28 Sep 2023 - 29 Sep 2023
0.42%
27 Sep 2023 - 28 Sep 2023
0.42%
26 Sep 2023 - 27 Sep 2023
0.42%
25 Sep 2023 - 26 Sep 2023
0.42%
24 Sep 2023 - 25 Sep 2023
0.42%
23 Sep 2023 - 24 Sep 2023
0.42%
22 Sep 2023 - 23 Sep 2023
0.42%
21 Sep 2023 - 22 Sep 2023
0.42%
20 Sep 2023 - 21 Sep 2023
0.42%
19 Sep 2023 - 20 Sep 2023
0.42%
18 Sep 2023 - 19 Sep 2023
0.42%
17 Sep 2023 - 18 Sep 2023
0.42%
16 Sep 2023 - 17 Sep 2023
0.42%
15 Sep 2023 - 16 Sep 2023
0.42%
14 Sep 2023 - 15 Sep 2023
0.42%
13 Sep 2023 - 14 Sep 2023
0.41%
12 Sep 2023 - 13 Sep 2023
0.41%
11 Sep 2023 - 12 Sep 2023
0.41%
10 Sep 2023 - 11 Sep 2023
0.41%
09 Sep 2023 - 10 Sep 2023
0.41%
08 Sep 2023 - 09 Sep 2023
0.41%
07 Sep 2023 - 08 Sep 2023
0.41%
06 Sep 2023 - 07 Sep 2023
0.41%
05 Sep 2023 - 06 Sep 2023
0.41%
04 Sep 2023 - 05 Sep 2023
0.41%
03 Sep 2023 - 04 Sep 2023
0.41%
02 Sep 2023 - 03 Sep 2023
0.41%
01 Sep 2023 - 02 Sep 2023
0.41%
31 Aug 2023 - 01 Sep 2023
0.41%
31 Jul 2023 - 31 Aug 2023
0.41%
30 Jun 2023 - 31 Jul 2023
0.42%
31 May 2023 - 30 Jun 2023
0.42%
30 Apr 2023 - 31 May 2023
0.23%
31 Mar 2023 - 30 Apr 2023
0.12%
28 Feb 2023 - 31 Mar 2023
0.12%
31 Jan 2023 - 28 Feb 2023
0.12%
31 Dec 2022 - 31 Jan 2023
0.12%
31 Dec 2022 - 31 Dec 2022
0.12%
31 Dec 2022 - 31 Dec 2022
0.12%
30 Nov 2022 - 31 Dec 2022
0.12%
30 Nov 2022 - 30 Nov 2022
0.12%
30 Nov 2022 - 30 Nov 2022
0.12%
31 Oct 2022 - 30 Nov 2022
0.12%
31 Oct 2022 - 31 Oct 2022
0.12%
31 Oct 2022 - 31 Oct 2022
0.12%
31 Oct 2022 - 31 Oct 2022
0.12%
31 Oct 2022 - 31 Oct 2022
0.12%
30 Sep 2022 - 31 Oct 2022
0.12%
30 Sep 2022 - 30 Sep 2022
0.12%
30 Sep 2022 - 30 Sep 2022
0.12%
31 Aug 2022 - 30 Sep 2022
0.12%
31 Aug 2022 - 31 Aug 2022
0.12%
31 Jul 2022 - 31 Aug 2022
0.12%
31 Jul 2022 - 31 Jul 2022
0.12%
30 Jun 2022 - 31 Jul 2022
0.12%
30 Jun 2022 - 30 Jun 2022
0.12%
31 May 2022 - 30 Jun 2022
0.12%
31 May 2022 - 31 May 2022
0.12%
30 Apr 2022 - 31 May 2022
0.12%
30 Apr 2022 - 30 Apr 2022
0.12%
31 Mar 2022 - 30 Apr 2022
0.16%
31 Mar 2022 - 31 Mar 2022
0.16%
28 Feb 2022 - 31 Mar 2022
0.16%
28 Feb 2022 - 28 Feb 2022
0.16%
31 Jan 2022 - 28 Feb 2022
0.16%
31 Dec 2021 - 31 Jan 2022
1.31%
30 Nov 2021 - 31 Dec 2021
1.31%
31 Oct 2021 - 30 Nov 2021
1.31%
30 Sep 2021 - 31 Oct 2021
1.31%
31 Aug 2021 - 30 Sep 2021
1.31%
31 Jul 2021 - 31 Aug 2021
1.31%
30 Jun 2021 - 31 Jul 2021
1.30%
31 May 2021 - 30 Jun 2021
1.30%
30 Apr 2021 - 31 May 2021
1.31%
31 Mar 2021 - 30 Apr 2021
1.20%
28 Feb 2021 - 31 Mar 2021
1.20%
31 Jan 2021 - 28 Feb 2021
1.20%
31 Dec 2020 - 31 Jan 2021
1.20%
30 Nov 2020 - 31 Dec 2020
1.18%
31 Oct 2020 - 30 Nov 2020
1.18%
30 Sep 2020 - 31 Oct 2020
1.19%
31 Aug 2020 - 30 Sep 2020
1.18%
31 Jul 2020 - 31 Aug 2020
1.19%
30 Jun 2020 - 31 Jul 2020
1.19%
31 May 2020 - 30 Jun 2020
1.19%
30 Apr 2020 - 31 May 2020
1.19%
31 Mar 2020 - 30 Apr 2020
1.23%
29 Feb 2020 - 31 Mar 2020
1.25%
31 Jan 2020 - 29 Feb 2020
1.25%
31 Dec 2019 - 31 Jan 2020
1.24%
30 Nov 2019 - 31 Dec 2019
1.24%
31 Oct 2019 - 30 Nov 2019
1.24%
30 Sep 2019 - 31 Oct 2019
1.24%
31 Aug 2019 - 30 Sep 2019
1.24%
31 Jul 2019 - 31 Aug 2019
1.24%
30 Jun 2019 - 31 Jul 2019
1.24%
31 May 2019 - 30 Jun 2019
1.24%
30 Apr 2019 - 31 May 2019
1.24%
31 Mar 2019 - 30 Apr 2019
1.04%
28 Feb 2019 - 31 Mar 2019
1.00%
31 Jan 2019 - 28 Feb 2019
1.19%
31 Dec 2018 - 31 Jan 2019
1.19%
30 Nov 2018 - 31 Dec 2018
1.21%
31 Oct 2018 - 30 Nov 2018
1.22%
30 Sep 2018 - 31 Oct 2018
1.22%
31 Aug 2018 - 30 Sep 2018
1.23%
31 Jul 2018 - 31 Aug 2018
1.06%
30 Jun 2018 - 31 Jul 2018
1.24%
31 May 2018 - 30 Jun 2018
0.81%
30 Apr 2018 - 31 May 2018
0.81%
31 Mar 2018 - 30 Apr 2018
0.81%
31 Jan 2018 - 31 Mar 2018
1.01%
31 Dec 2017 - 31 Jan 2018
1.01%
30 Nov 2017 - 31 Dec 2017
1.01%
31 Oct 2017 - 30 Nov 2017
1.01%
Expense ratio, exit load and taxExpense ratio: 0.42%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150
Fund managementMurthy Nagarajan
Apr 2017 - Present
View details
Education
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Also manages these schemes
Tata Hybrid Equity Fund Direct Plan Growth
Tata Medium Term Fund Direct Growth
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata Short Term Bond Direct Plan Growth
Tata Gilt Securities Fund Direct Growth
Tata Equity Savings Fund Direct Growth
Tata Multi Asset Opportunities Fund Direct Growth
Tata Dividend Yield Fund Direct Growth
Tata Business Cycle Fund Direct Growth
Tata Housing Opportunities Fund Direct Growth
Tata Multicap Fund Direct Growth
Sailesh Jain
Nov 2018 - Present
View details
Education
Mr. Jain is a Commerce Graduate and an MBA.
Experience
Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
Also manages these schemes
Tata Equity Savings Fund Direct Growth
Tata ELSS Tax Saver Fund Direct Growth
Tata Digital India Fund Direct Growth
Tata India Pharma & HealthCare Fund Direct Growth
Tata Resources & Energy Fund Direct Growth
Tata Arbitrage Fund Direct Growth
Tata Balanced Advantage Fund Direct Growth
Tata Quant Fund Direct Growth
Tata Multi Asset Opportunities Fund Direct Growth
Tata Dividend Yield Fund Direct Growth
Tata Business Cycle Fund Direct Growth
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Tapan Patel
Aug 2023 - Present
View details
Education
Mr. Patel has done BBA, CFA and MFA from ICFAI
Experience
Prior to joining Tata Mutual Fund, he has worked with HDFC Securities Ltd, LKP Securities Ltd, Kotak Commodity Services Pvt. Ltd and Edelweiss Comtrade Ltd.
Also manages these schemes
Tata Equity Savings Fund Direct Growth
Tata Multi Asset Opportunities Fund Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹1,25,001.19Cr
Date of Incorporation30 Jun 1995
 Tata Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan, Sonam Udasi is the Current Fund Manager of Tata Equity Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,25,001 Cr and the Latest NAV as of 01 Dec 2023 is ₹51.72.
The Tata Equity Savings Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days.
;
Investment ObjectiveThe scheme aims to provide long term capital appreciation by investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments.
;
Fund benchmarkNIFTY Equity Savings Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
ICICI Bank Ltd
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Equity Savings Fund Direct Growth
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	8.8%	9.6%	9.2%	8.3%
Category average	9.6%	9.5%	8.4%	NA
Rank with in category	17	15	12	NA

Name	Sector	Instrument	Assets
Indusind Bank Ltd.	Financial	Equity	7.3%
Tata Money Market Fund Direct-Growth	NA	Mutual Fund	5.6%
ICICI Bank Ltd.	Financial	Equity	5.4%
Ambuja Cements Ltd.	Construction	Equity	5.1%
Larsen & Toubro Ltd.	Construction	Equity	4.3%
Aurobindo Pharma Ltd.	Healthcare	Equity	4.1%
Jamnagar Utilities and Power Pvt. Ltd.	Capital Goods	Debenture	4.1%
GOI	Sovereign	GOI Sec	4.0%
GOI	Sovereign	GOI Sec	3.8%
Tata Consumer Products Ltd.	Consumer Staples	Equity	3.8%

Rank (total assets)	#14 in India
Total AUM	₹1,25,001.19Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY Equity Savings Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	3
Fund size	₹124.73Cr

Tata Equity Savings Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (43)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.42%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Murthy NagarajanApr 2017 - PresentView details

Sailesh JainNov 2018 - PresentView details

Tapan PatelAug 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Murthy Nagarajan
Apr 2017 - Present
View details

Sailesh Jain
Nov 2018 - Present
View details

Tapan Patel
Aug 2023 - Present
View details