The scheme aims to provide long term capital appreciation by investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments.
Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Tapan Patel
Mr. Patel has done BBA, CFA and MFA from ICFAI
Prior to joining Tata Mutual Fund, he has worked with HDFC Securities Ltd, LKP Securities Ltd, Kotak Commodity Services Pvt. Ltd and Edelweiss Comtrade Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Tata Equity Savings Fund is ₹56.36 as of 2026-02-20.
Tata Equity Savings Fund is classified as a Equity Savings fund.
The Assets Under Management (AUM) of Tata Equity Savings Fund is ₹284.62 Cr.
The expense ratio of Tata Equity Savings Fund is 1.11%.
Tata Equity Savings Fund is managed by Tapan Patel.
The minimum SIP investment for Tata Equity Savings Fund is ₹100.
The exit load for Tata Equity Savings Fund is 0.25%.
As per the SEBI Riskometer, Tata Equity Savings Fund carries a Low To Moderate risk level.
Tata Equity Savings Fund has delivered 6.88% (1Y), 9.84% (3Y) and 8.01% (5Y) annualised returns as of 2026-02-20.
Tata Equity Savings Fund was launched on 1995-06-30.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
