What is the current NAV of Tata Equity Savings Fund- Direct Plan- Growth Option?

The current NAV (Net Asset Value) of Tata Equity Savings Fund- Direct Plan- Growth Option is ₹63.75. NAV is updated every business day after market close by AMFI.

What is the 1-year return of Tata Equity Savings Fund- Direct Plan- Growth Option?

Tata Equity Savings Fund- Direct Plan- Growth Option has delivered a 1-year CAGR return of 7.54% as of the latest data.

What is the 3-year CAGR of Tata Equity Savings Fund- Direct Plan- Growth Option?

Tata Equity Savings Fund- Direct Plan- Growth Option has delivered a 3-year CAGR return of 10.58%. This measures compounded annual growth over 3 years.

Who manages Tata Equity Savings Fund- Direct Plan- Growth Option?

Tata Equity Savings Fund- Direct Plan- Growth Option is managed by Tata Mutual Fund.

What is the risk level of Tata Equity Savings Fund- Direct Plan- Growth Option?

Tata Equity Savings Fund- Direct Plan- Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.

What is the minimum SIP amount for Tata Equity Savings Fund- Direct Plan- Growth Option?

You can start a SIP in Tata Equity Savings Fund- Direct Plan- Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Tata Equity Savings Fund- Direct Plan- Growth Option

Q: What is the expense ratio of Tata Equity Savings Fund- Direct Plan- Growth Option?

Expense ratio data for Tata Equity Savings Fund- Direct Plan- Growth Option is not yet available.

Tata Mutual Fund · Hybrid · Equity Savings

₹63.75

+0.04 (+0.06%) trending_up

AUM: —

NAV updated 18 days ago

compare_arrows Compare

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

—

Exit Load

—

Fund Manager

—

Inception

—

Benchmark

—

Sharpe Ratio

-0.68

Std Dev (1Y)

2.11%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+0.39%

+0.03%

+2.15%

+7.54%

+10.58%

+8.92%

10y

+9.11%

since inception

+8.55%

rate_review TopFund's Take on Tata Equity Savings Fund- Direct Plan- Growth Option

Tata Equity Savings Fund- Direct Plan- Growth Option is a Equity Savings fund from Tata Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.68 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.11% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.