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Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹150 & Lump. ₹5000

AUM (Fund size)

₹127 Cr

Lock In Period

N/A

Expense Ratio

2.37

Benchmark

Nifty 50

Exit Load

1.00 % of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment.

Summary

Latest details for Tata Equity Management Fund Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹150. The Tata Equity Management Fund Growth AUM is ₹127 Cr, with a lock-in of N/A years, expense ratio of 2.37%, and benchmark Nifty 50. Exit load is - 1.00 % of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.6613.98
6M0.001.1064.49
1Y0.004.11137.57
3Y0.0011.90202.94

Portfolio Analysis

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  • Debt:
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About Fund

Tata Equity Management Fund Growth managed by Tata Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹127 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 2.37. Under the expert guidance of Atul Bhole ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Atul Bhole

Mr. Atul holds B.Com degree and has also done CA and MMS. Prior to this, he has worked with JP Morgan Services Pvt. Ltd. as Equity Research Analyst, State Bank of India -Treasury as Equity Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Tata Equity Management Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Equity Management Fund Growth is 2.37. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Equity Management Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Equity Management Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Tata Equity Management Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Equity Management Fund Growth is ₹127 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Equity Management Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500