TATA EQUITY SAVINGS FUND REGULAR PLAN GROWTH
Hybrid • Moderate Risk
TATA EQUITY SAVINGS FUND REGULAR PLAN GROWTH
Category: Hybrid
CRISIL Rating: Moderate Risk
Code: IFMG
NAV
₹56.36
0.03 (0.06%)
2026-02-20
Fund Rating
3 ⭐
Fund Information
| Fund Size (AUM): | 28.46 CR |
| Fund Strategy: | Moderate Risk |
| Expense Ratio: | 1.1400% |
| Fund Manager: | |
| Min Lump Sum: | ₹5,000.00 |
| Min SIP: | ₹100.00 |
| ISIN: | INF277K01907 |
| Benchmark: |
9.85%
3Y annualised
NAV
₹56.36
2026-02-20Fund Rating
3 ⭐
Fund Size
28.46 CR
Fund Strategy
Moderate Risk
₹500
₹100,000
Total Investment:
₹15,000
Total Value:
₹0
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Sector Allocation
Top Holdings
| Security Name | Weight (%) |
|---|---|
| Cash Offset For Derivatives | 53.43% |
| 7.1% Govt Stock 2034 | 11.71% |
| Silver Mini (5 Kgs) Commodity | 7.31% |
| HDFC Bank Ltd | 7.02% |
| Bharti Airtel Ltd | 6.28% |
| Reliance Industries Ltd | 5.48% |
| Larsen & Toubro Ltd | 5.07% |
| B) Repo | 4.60% |
| State Bank of India | 4.22% |
| NTPC Ltd | 4.21% |
Fund Rating
⭐
3 out of 5
Funds in Same Category
| Fund Name | 1M | 6M | 1Y | 5Y | Since Inception | Rank |
|---|---|---|---|---|---|---|
| SBI TAX ADVANTAGE FUND-SERIES -II-GROWTH GROWTH | -0.13% | N/A | 33.59% | 22.31% | 23.05% | 1 |
| SBI TAX ADVANTAGE FUND - SERIES III - GROWTH | 0.10% | N/A | 31.53% | 26.83% | 22.63% | 2 |
| SBI LONG TERM ADVANTAGE FUND - SERIES V - REGULAR - GROWTH | -3.17% | N/A | -0.53% | 14.47% | 14.44% | 3 |
| UTI LONG TERM ADVANTAGE FUND - SERIES III - REGULAR PLAN - GROWTH PLAN | 0.71% | N/A | 76.54% | 14.25% | 15.53% | 4 |
| INVESCO INDIA FOCUSED FUND REGULAR PLAN GROWTH | -3.90% | N/A | -0.07% | 12.83% | 19.25% | 5 |
| UTI LONG TERM ADVANTAGE FUND SERIES V - REGULAR GROWTH PLAN | 0.58% | N/A | 77.38% | 0.00% | 9.03% | 6 |
| UTI LONG TERM ADVANTAGE FUND SERIES IV - REGULAR GROWTH PLAN | 0.66% | N/A | 78.25% | 0.00% | 10.19% | 7 |
| TATA INFRASTRUCTURE TAX SAVING FUND REGULAR PLAN GROWTH | N/A | N/A | N/A | N/A | N/A | 8 |
| SBI TAX ADVANTAGE FUND - SERIES I | N/A | N/A | N/A | N/A | N/A | 9 |
| EDELWEISS TAX ADVANTAGE FUND - REGULAR PLAN - GROWTH OPTION | N/A | N/A | N/A | N/A | N/A | 10 |
Other Funds by This AMC
| Fund Name | Fund Strategy | 3Y Returns | Rating | AUM (Cr) |
|---|---|---|---|---|
| TATA INDIA CONSUMER FUND REGULAR PLAN GROWTH | Thematic | 12.48% | 5 ⭐ | ₹0.00 |
| TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH | Hybrid | 10.07% | 5 ⭐ | ₹0.00 |
| TATA LIQUID FUND REGULAR PLAN GROWTH | Liquid | 6.86% | 5 ⭐ | ₹0.03 |
| TATA RETIREMENT SAVINGS FUND - CONSERVATIVE PLAN - GROWTH | Hybrid | 6.32% | 5 ⭐ | ₹0.00 |
| TATA RETIREMENT SAVINGS FUND - PROGRESSIVE PLAN - GROWTH | Hybrid | 10.64% | 4 ⭐ | ₹0.00 |
| TATA BANKING AND FINANCIAL SERVICES FUND REGULAR PLAN GROWTH | Thematic | 9.15% | 4 ⭐ | ₹0.00 |
| TATA MONEY MARKET FUND REGULAR PLAN GROWTH | Liquid | 7.27% | 4 ⭐ | ₹0.03 |
| TATA GILT SECURITIES FUND REGULAR PLAN BONUS | N/A | 0.00% | 4 ⭐ | N/A |
| TATA INFRASTRUCTURE TAX SAVING FUND REGULAR PLAN GROWTH | Hybrid | N/A | 3 ⭐ | ₹0.00 |
| TATA INDIA PHARMA AND HEALTHCARE FUND REGULAR PLAN GROWTH | Thematic | 17.18% | 3 ⭐ | ₹0.00 |