Tata Equity Savings Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.97
• Std Deviation 4.52%
• Tracking Error 0.00%

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.

The Tata Equity Savings Regular Growth has an AUM of 132.17 crores & has delivered CAGR of 8.35% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.12%. The minimum investment in Tata Equity Savings Regular Growth is Rs 5000 and the minimum SIP is Rs 150.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include Cash Offset For Derivatives, B) Repo, Indusind Bank & Tata Money Market Dir Gr.

The major sectors where the fund is invested are Regional Banks, Construction - Raw Materials, Software & Programming & Construction Services.

Some of the similar funds are Tata Equity Savings Regular Growth, PGIM India Equity Savings Fund Growth Option, Union Equity Savings Fund Regular Growth, Bandhan Equity Savings Fund Regular Plan Growth, Invesco India Equity Savings Fund Regular Growth. Tata Equity Savings Regular Growth has a sharpe ratio of 0.97 & a standard deviation of 4.52%.