TATA EQUITY SAVINGS FUND REGULAR PLAN GROWTH
53.07
-0.02
as on 24-Dec-2024
HYBRID
| EQUITY SAVINGS
12.29
1 YEAR RETURNS
9.4
3 YEAR RETURNS
9.22
5 YEAR RETURNS
5000.0
Minimum Investment150.0
Minimum SIP Investment1000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 5 | 25.32 | 12.77 | 11.52 | 11.07 | Buy |
| HSBC EQUITY SAVINGS FUND - GROWTH | 5 | 33.83 | 23.47 | 13.98 | 13.66 | Buy |
| EDELWEISS EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 24.03 | 12.97 | 9.62 | 10.62 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH | 4 | 23.22 | 12.85 | 10.87 | 11.16 | Buy |
| ICICI PRUDENTIAL EQUITY SAVINGS FUND CUMULATIVE | 4 | 21.54 | 8.68 | 8.56 | 7.98 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Reliance Industries Ltd | 6.38 |
| 2 | Reverse Repo | 5.78 |
| 3 | Bharat Petroleum Corporation Ltd | 5.38 |
| 4 | Tata Consultancy Services Ltd | 5.19 |
| 5 | ITC Ltd | 5.06 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 17.25 |
| 2 | Banks | 13.81 |
| 3 | Refineries | 11.76 |
| 4 | Computers - Software - Large | 10.35 |
| 5 | Banks - Private Sector | 7.8 |