- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
-
136.12 Cr.
-
Growth
-
1.12%
-
Hybrid- Equity Savings Fund
-
Nifty 50 Arbitrage Index
-
26 Apr 1997
-
Tata Mutual Funds know more
Fund Managed By
Riskometer

Investors understand that their
principal
will be at Moderate risk
Return Comparison
Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
---|---|---|---|---|---|---|---|---|
Category Best | 3.88% | 1.07% | 1.68% | 10.58% | 14.91% | 10.19% | 15.22% | 9.34% |
Category Average | 2.42% | -1.03% | -0.44% | 6.92% | 11.14% | 8.42% | 12.57% | 7.82% |
Tata Equity Savings Fund | 1.96% | 0.30% | 0.95% | 8.37% | - | - | - | - |
Kotak Equity Savings Fund | 3.41% | -1.67% | -1.86% | 5.97% | 12.83% | 10.19% | 13.93% | 8.87% |
UTI Equity Savings Fund | 2.09% | 0.31% | -0.05% | 6.82% | 12.64% | 9.99% | 13.88% | - |
Edelweiss Equity Savings Fund | 2.33% | -0.77% | 0.76% | 9.02% | 13.01% | 9.78% | 12.20% | - |
DSP Equity Savings Fund | 2.39% | 0.65% | 0.86% | 10.58% | - | - | - | - |
Mirae Asset Equity Savings Fund | 3.88% | -0.86% | -0.76% | 8.03% | 13.25% | 9.50% | 15.22% | - |
Fund Portfolio Details
Equity 65.78%
Debt 16.26%
Others -34.63%
Portfolio Holdings shown is as of 28 Feb 2025