• Mutual Funds
  • TATA Mutual Fund
  • Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M)

Formerly Tata Equity Savings Reg Mn DP

TATA Mutual Fund

Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M)

HybridEquity Savings

15.3531

NAV (Jan 18)

6.6%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

25 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

134 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

15.3531

NAV (Jan 18)

Fund Returns

Last 1Y

9.5%

Last 3Y

8.6%

Last 5Y

6.6%

Last 10Y

7.1%

Since Inception

8.1%

6 Month CAGR

5.1%

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Scheme Information

Investment Objective

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.

Expense Ratio

2.41

Launched (25y ago)

Jul 23, 1997

AUM in Crores

133.118

ISIN

INF277K01EE8

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Murthy Nagarajan

Fund Manager

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Sailesh Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 3,374 cr

5

₹ 1,954 cr

5

₹ 2,663 cr

5

amc-icon

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 85,492 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Tata Liquid Fund (G)
    Tata Liquid Fund (G)

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    21.2%

    13%

    41.3%

    26.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M) Review

    Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.1% over a period of 24 years. The fund was previously known as Tata Equity Savings Reg Mn DP. The fund is managed by Tata Asset Management Limited. The fund managers are Murthy Nagarajan, Sailesh Jain.

    Nav of Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M) as of 18/01/2022 is ₹15.35 with the total AUM as of 19/01/2022 is ₹133.118. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M) was launched on Jul 23, 1997. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M) 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.

    Frequently Asked Questions

    What is Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M)?

    How to invest in Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M)?

    What is the minimum sip amount of Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M)?

    Is Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M) good to invest in?

    What is the expense ratio of the Tata Equity Savings of Income Distribution cum Capital Withdrawal fund (PIDCW-M)?