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.
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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.
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.
Tata Asset Management Limited manages assets worth 67,484 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q)
About Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q)
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) is a equity savings hybrid fund and has delivered an annualised return of 6.3% over a period of 18 years .The fund was previously known as Tata Equity Savings Reg Prdc DR.The fund is managed by Tata Asset Management Limited.The fund managers are Murthy Nagarajan, Sailesh Jain
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) 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. However, there is no assurance that the objective of the scheme will be realized.
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) NAV,AUM,Risk
The Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) fund was launched on Dec 19, 2003. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-07-30 is ₹ 18.9194. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 106.792. The category risk of the Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) fund is Moderate Risk.
The fund charges 2.34 % as expense ratio.
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) Holdings
The fund’s highest allocation is towards others and has invested 45.7% in this asset class. The top three holdings of the fund are reliance utilities and power private limited,7.37% govt stock 2023 and 8.13% govt stock 2022
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Equity Savings TR INR
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) Review
Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Tata Equity Savings Periodic of Income Distribution cum Capital Withdrawal fund (RIDCW-Q) has a score of 2 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
