Tata Equity Savings Fund Direct-Growth

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Value Research Rating

Unrated

Our Opinion

premium-user

₹63.7493 0.06%

As on 20-Feb-2026

Returns

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Calculate SIP Returns of Tata Equity Savings Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Tata Equity Savings Fund Direct-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
5 star
unlock fund advisor
Low to Moderate
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0.50
4 star
unlock fund advisor
Moderately High
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0.69
4 star
unlock fund advisor
Moderate
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0.65
5 star
unlock fund advisor
Moderate
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0.63
4 star
unlock fund advisor
Moderately High
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0.65

Other details of Tata Equity Savings Fund Direct-Growth

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

About Tata Equity Savings Fund Direct-Growth

Tata Equity Savings Fund Direct-Growth is a hybrid mutual fund scheme of Tata Mutual Fund. Launched on January 01, 2013, it is currently managed by . The fund has an expense ratio of 0.58% with an overall AUM (Assets Under Management) of ₹285 Cr.

Tata Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Equity Savings funds are suitable for investors:

  • Looking to invest about one third each in equity, debt and arbitrage
  • Aiming for moderately higher returns than fixed deposits, with limited volatility
  • Looking to generate regular income
  • With 3-5 year investment horizon

Note:

  • Invest preferably through SIP
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FAQ for Tata Equity Savings Fund Direct-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata Equity Savings Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Tata Equity Savings Fund Direct-Growth can be bought from the Tata Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Tata Equity Savings Fund Direct-Growth, is ₹63.7493 as of 19-Mar-2026.

Over the past five years, Tata Equity Savings Fund Direct-Growth has delivered an annualised return of --% as of 19-Mar-2026.

The minimum investment required to start investing in Tata Equity Savings Fund Direct-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.