Tata Equity Savings Fund Regular-Growth
Value Research Rating
Our Opinion
₹56.3583 0.06%
As on 20-Feb-2026
Returns
Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Tata Equity Savings Fund Regular-Growth
Asset Allocation
Split between different types of investments
Market Cap Weightage
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.
Peer Comparison
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
 |
|
Low to Moderate
|
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1.57 |
||
 |
|
Moderately High
|
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1.80 |
||
|
|
Moderate
|
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1.94 |
||
|
|
Moderate
|
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2.10 |
||
|
|
Moderately High
|
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5.53 |
Other details of Tata Equity Savings Fund Regular-Growth
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
About Tata Equity Savings Fund Regular-Growth
Tata Equity Savings Fund Regular-Growth is a hybrid mutual fund scheme of Tata Mutual Fund. Launched on April 26, 1997, it is currently managed by . The fund has an expense ratio of 1.14% with an overall AUM (Assets Under Management) of ₹285 Cr.
Tata Equity Savings Fund - Regular 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
Latest news on Tata Equity Savings Fund Regular-Growth
Tapan Patel to Manage two funds of Tata Mutual Fund
1 min read•By News Desk
FAQ for Tata Equity Savings Fund Regular-Growth
How to Invest in Tata Equity Savings Fund Regular-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata Equity Savings Fund Regular-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 Regular-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.
What is the current NAV of Tata Equity Savings Fund Regular-Growth Today?
The latest declared NAV of Tata Equity Savings Fund Regular-Growth, is ₹56.3583 as of 19-May-2026.
What is the return of Tata Equity Savings Fund Regular-Growth in the last 5 years?
Over the past five years, Tata Equity Savings Fund Regular-Growth has delivered an annualised return of --% as of 19-May-2026.
What is the minimum investment required in Tata Equity Savings Fund Regular-Growth?
The minimum investment required to start investing in Tata Equity Savings Fund Regular-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.
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