Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Tata Equity Savings Fund-Direct Plan - Monthly Payout of IDCW Option
3Y ago₹1.22 L
5Y ago₹1.29 L
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Equity Savings Fund-Direct… |
|---|---|
| Fund house | Tata Mutual Fund |
| Category | Hybrid Scheme - Equity Savings |
| Plan | Direct |
| Latest NAV | ₹21.6849 |
| Assets managed (AUM) | — |
| 1M return | 0.12% |
| 6M return | 0.50% |
| 1Y return | 4.08% |
| 3Y CAGR | 6.99% |
| 5Y CAGR | 5.27% |
| Since inception CAGR | 4.38% |
| Bumpiness · 3Y (annualised σ) | 3.67 |
| Worst drop ever | -14.85% |
| Sharpe · 3Y (rf=6%) | 0.25 |