Tata Equity Saving Fund - (App)

Ans. Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Ans. The Tata Equity Savings Fund has an AUM of ₹249.88 Cr as on 3/19/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 8.76%. The risk is Moderately High against the category average of 28.65.

Ans. Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Ans. There is no lock-in period applicable on Tata Equity Savings Fund.

Ans. The expense ratio of Tata Equity Savings Fund is 1.14%.