Tata Equity Savings Fund Direct Growth
Scheme code: INF277K01QH5
NAV value:
₹ 61.0611
NAV date: 6 May, 2025
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 7.29 | 19.02 | 13.93 | 13.21 |
| 3 year | 7.38 | 14.08 | 9.93 | 9.93 |
| 5 year | 3.83 | 13.58 | 8.45 | 9.1 |
| 7 year | 5.50 | 9.22 | 8.03 | 8.72 |
| 10 year | 7.68 | 9.10 | 8.46 | 9.14 |
| 12 year | 8.60 | 8.86 | 8.71 | 9.65 |
Rolling return for 1 year
- Average return: 13.93% - Median return: 15.46% - Average standard deviation: 1.28Rolling return for 3 year
- Average return: 9.93% - Median return: 9.73% - Average standard deviation: 0.58Rolling return for 5 year
- Average return: 8.45% - Median return: 8.25% - Average standard deviation: 0.3Rolling return for 7 year
- Average return: 8.03% - Median return: 8.11% - Average standard deviation: 0.21Rolling return for 10 year
- Average return: 8.46% - Median return: 8.5% - Average standard deviation: 0.12Rolling return for 12 year
- Average return: 8.71% - Median return: 8.72% - Average standard deviation: 0.08SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,65,810 | 65,810 | 5.49 |
| 3 year | 36,00,000 | 41,55,683 | 5,55,683 | 4.90 |
| 5 year | 60,00,000 | 75,11,720 | 15,11,720 | 4.60 |
| 7 year | 84,00,000 | 1,12,83,140 | 28,83,140 | 4.31 |
| 10 year | 1,20,00,000 | 1,87,88,697 | 67,88,697 | 4.59 |
| 12 year | 1,44,00,000 | 2,51,80,926 | 1,07,80,926 | 4.77 |