Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
Want the equity funds that are right for your long term equity investment needs?
NAV (Dec 1)
6 Month CAGR
The investment objective of the scheme is to provide long term capital appreciation and income distribution to the investors by predominantly investing in equity and equity related instruments,equity arbitrage opportunities and investments in debt and money market instruments. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Launched (25y ago)
Jul 23, 1997
AUM in Crores
NIFTY Equity Savings TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives36.3%
housing development finance corp ltd6.5%
hcl technologies ltd^4.7%
powergrid infrastructure investment trust units4.7%
housing development finance corporation ltd^4.6%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,109 cr
₹ 3,307 cr
₹ 761 cr
₹ 428 cr
₹ 2,759 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 99,745 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Equity Savings fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8% over a period of 25 years. The fund was previously known as Tata Regular Saving Eq Reg Gr. The fund is managed by Tata Asset Management Limited. The fund managers are Aurobinda Prasad Gayan, Murthy Nagarajan, Sailesh Jain.
Nav of Tata Equity Savings fund (G) as of 12/1/2022 is ₹42.96 with the total AUM as of 12/3/2022 is ₹152.232. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Equity Savings fund (G) was launched on Jul 23, 1997. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Tata Equity Savings fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Tata Equity Savings fund (G)?
How to invest in Tata Equity Savings fund (G)?
You can invest in Tata Equity Savings fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Equity Savings fund (G)?
The minimum sip amount for Tata Equity Savings fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Equity Savings fund (G) good to invest in?
As per Scripbox experts, Tata Equity Savings fund (G) is a Neutral fund. You can investTata Equity Savings fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Equity Savings fund (G)?
The expense ratio of the Tata Equity Savings fund (G) is 1.03% for regular plan.