Our Opinion
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Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
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Rating |
Our Opinion |
Risk
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Return (%) |
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Expense Ratio (%)
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|---|---|---|---|---|---|---|
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Low to Moderate
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0.50 |
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Moderately High
|
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0.69 |
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Moderate
|
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0.65 |
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Moderate
|
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0.63 |
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|
Moderately High
|
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0.65 |
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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:
Note:
1 min read•By News Desk
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.