Tata Equity Savings Direct Plan Growth

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 166.09
Expense Ratio
1.22%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 54824
Min Subscription
₹ 25000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
33.4601
(0.27 %)
NAV as on 2018-12-13
Returns
Fund
Tata Equity Savings Direct Plan Growth
1 Year
3.13%
3 Year
7.36%
5 Year
7.99%
AMC Details
amc launch date
Launch Date
30 Jun 1995
amc sponsor
Sponsor
NA
amc email
Email
kiran@tataamc.com
amc phone
Phone
022 - 66578282
amc address
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 0.25% if redeemed within 90 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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. 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.
Suitability
This product is suitable for investors who are seeking
• LongTerm Capital Appreciation by investing in equityand equity related instruments
• Income distribution by investing in equity arbitrage opportunities and debt& moneymarket instruments.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,055
Portfolio Value
55
Total Returns