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Tata-Equity-Savings-Fund-Regular-Plan-Growth-Option

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Tata-Equity-Savings-Fund-Regular-Plan-Growth-Option

NAV
40.2541
0.09 (0.2117 %)
24-06-2022
CAGR Since Inception
5.69 %
NIFTY 50 TRI
13.41 %
Funds Manager

Murthy Nagarajan,Sailesh Jain,Aurobinda Prasad Gayan

Mr. Udasi is a B.Com and also holds PGDM(Finance). Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).

Asset Allocation (%)

PORTFOLIO ANALYSIS of Tata-Equity-Savings-Fund-Regular-Plan-Growth-Option
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Key Performance and Risk Statistics of Tata-Equity-Savings-Fund-Regular-Plan-Growth-Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata-Equity-Savings-Fund-Regular-Plan-Growth-Option 4.75 0.51 -0.42 1.0 5.31 0.91
Hybrid: Equity Savings - - - - - -