17415
5431
Tata Equity Saving Fund-Dir (App)
10.29
6.54
10.08
-0.20
0.75
2.12
3.41
8.69
5
1.62
10.08
Tata Equity Saving Fund-Dir (App)
1.55
9.14
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    63.83

    05 Dec 2025

  • 0.19%

     1 Day

  • 10.29%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare
  • ₹ 100

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.51%

    Expense Ratio
  • 3

    Rating
  • 169 Cr

    Fund Size
  • 12 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 05 Dec 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.54%
  • 10.29%
  • 10.08%
  • 8.69
11.38%
10.03%
6.82%
5.55%
59.90%
View All
  • 3.10Alpha
  • 0.97SD
  • 0.29Beta
  • 1.51Sharpe
  • Exit Load
  • Redemption / Switch out / SWP / STP before expiry of 7 days from the date of allotment - 0.25% of NAV Redemption / Switch out / SWP / STP after expiry of 7 days from the date of allotment - NIL
  • Tax implication
  • Returns are taxed as per your Income Tax slab.
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 investment in debt and money market instruments.
Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Fund Name
  • Address :
  • 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in Tata Equity Saving Fund-Dir (App) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Equity Saving Fund-Dir (App) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Tata Equity Saving Fund-Dir (App) has delivered 8.94% since inception

The NAV of Tata Equity Saving Fund-Dir (App) is ₹58.1933 as of 05 Dec 2025

The expense ratio of Tata Equity Saving Fund-Dir (App) is % as of 05 Dec 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Tata Equity Saving Fund-Dir (App) 147.97 CR as of 05 Dec 2025

The minimum SIP amount of Tata Equity Saving Fund-Dir (App) is 100

The top stock holdings of Tata Equity Saving Fund-Dir (App) are

  1. GSEC2034 - 11.38%
  2. Reverse Repo - 10.03%
  3. HDFC Bank - 6.82%
  4. Bharti Airtel - 6.32%
  5. SBI - 5.55%

The top sectors Tata Equity Saving Fund-Dir (App) has invested in are

  1. Debt - 15.62%
  2. Banks - 11.54%
  3. Cement & Cement Products - 9.45%
  4. Others - 8.4%
  5. Diversified FMCG - 7.55%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Equity Saving Fund-Dir (App) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Equity Saving Fund-Dir (App) based on your investment objective and risk tolerance

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