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Latest NAV & returns of TATA ASSET MANAGEMENT LTD.

Tata Equity Savings Regular Growth

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previously known as Tata Regular Saving Eq Reg Gr until

55.948 (-0.006%)
NAV on November 07, 2025
Category Allocation:
Equity Savings
Total Assets 270 cr
Turnover Ratio 35.17%
Expense Ratio 1.13%
Exit Load 0.25%if redeemed within
7 Days0.00%if redeemed after 7 Days
Returns
  • 1M: 0.69%
  • 1Y: 6.11%
  • 3M: 1.60%
  • 3Y: 9.79%
  • 6M: 3.08%
  • 5Y: 9.55%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Murthy Nagarajan (Since over 8 years) Sailesh Jain (Since about 7 years) Tapan Patel (Since over 2 years)
ISIN INF277K01907
Fund Family Tata
P/E Ratio 22.08
P/B Ratio 3.12
Launch Date July 23, 1997
Benchmark NIFTY Equity Savings TR INR
ASSET ALLOCATION
CREDIT QUALITY (%)
AAA 100.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Unrated 0.00%
RISK MEASURES (3 yrs)
vs NIFTY Equity Savings TR INR

Alpha -
Beta -
R-Squared -
Info Ratio -
Tracking Err -
Sortino 1.484
Sharpe 0.834
Std Dev 3.546
Risk Below Average
INVESTMENT OBJECTIVE

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.

View Factsheet
Top Equity Savings Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Mirae
Mirae Asset Equity Savings Fund Direct Growth
22.235 9.04% 1,670 cr 0.36% Above Average
Kotak
Kotak Equity Savings Fund Direct Growth
29.624 8.43% 8,782 cr 0.67% Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Equity Savings Fund Direct Growth
24.724 8.10% 558 cr 0.69% Average
L t mutual fund
HSBC Equity Savings Direct Plan Growth Plan
38.304 6.74% 723 cr 0.66% High
Hdfc
HDFC Equity Savings Fund -Direct Plan - Growth Option
75.401 6.42% 5,739 cr 0.93% Average


Other plans of Tata Equity Savings

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