Tata Equity Savings Reg Prdc IDCW-P

Tata Equity Savings Reg Prdc IDCW-P Fund Details and Key Information

Tata Equity Savings Reg Prdc IDCW-P is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹284.62 Cr

• Expense Ratio: 1.14%

• Cash Holding: 65.03%

• Plan Type: Dividend

• Benchmark: NIFTY Equity Savings TR INR

• Launch Date: 2003-12-19

• Exit Load: 0.25

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Tata Equity Savings Reg Prdc IDCW-P Returns and Performance

Tata Equity Savings Reg Prdc IDCW-P has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.34%

• 3 Months: -0.11%

• 6 Months: 1.84%

• 1 Year: 6.88%

• 3 Years: 0.33%

• 5 Years: 0.47%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Tata Equity Savings Reg Prdc IDCW-P Risk Level and Volatility

Understanding risk is important before investing. Tata Equity Savings Reg Prdc IDCW-P falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Tata Equity Savings Reg Prdc IDCW-P Portfolio Allocation

The asset allocation of Tata Equity Savings Reg Prdc IDCW-P shows how investments are distributed across asset classes.

• Equity Allocation: 18.64%

• Cash Allocation: 65.03%

This allocation plays a key role in determining the fund’s risk and return profile.

Tata Equity Savings Reg Prdc IDCW-P Sector Allocation

Tata Equity Savings Reg Prdc IDCW-P diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 3.79%

• Communication Services: 5.86%

• Consumer Cyclical: 4.67%

• Consumer Defensive: 0.62%

• Energy: 4.26%

• Financial Services: 30.15%

• Healthcare: 4.01%

• Industrials: 9.68%

• Technology: 2.06%

• Utilities: 4.60%

Sector allocation data helps investors understand which industries the fund is focusing on.

Tata Equity Savings Reg Prdc IDCW-P Fund House

Tata Equity Savings Reg Prdc IDCW-P is managed by:

AMC Name: Tata Asset Management Pvt Ltd

A strong fund house with a proven track record can improve investor confidence.

Tata Equity Savings Reg Prdc IDCW-P Minimum Investment

Investors can start investing in Tata Equity Savings Reg Prdc IDCW-P with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.