Tata Equity Savings Fund - Regular Plan - Growth

Scheme 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.

Scheme Details

• Fund manager(s) – Tapan Patel , Murthy Nagarajan , Sailesh Jain
• Launch date – 18-Aug-2003
• Expense ratio – 1.13% as declared on 31-Oct-2025 (category average is 1.71%)
• Benchmark - Nifty Equity Savings Index

• Min SIP amount - ₹150
• Min investment amount (one time- first time) - ₹5000
• Min investment amount (addtional purchase) - ₹1000
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details