Fundalysisby DARKHORSESTOCKS

Scheme

Tata Equity Savings Fund

Holds 38 companies worth ₹198 Cr in Jan 2026.

  • Fund house

    TataThe fund house that runs this scheme.

  • AUM

    ₹285 CrTata Equity Savings Fund's AUM at the end of 30 Jan 2026, as AMFI reports it. Up 2.2% on Dec 2025, ₹278 Cr.

  • Largest holding

    HDFC BankHDFC Bank is 7.1% of this scheme's NAV.

  • Fund manager

    Murthy NagarajanRuns it since 1 Apr 2017, as the fund house dates it. With Sailesh Jain (fund manager), Tapan Patel (fund manager).

Overview

Fund managers3

  1. Murthy NagarajanFund manager · Apr 2017 · 29y · CMA M.Com B.Com
  2. Sailesh JainFund manager · Nov 2018 · 23y · MBA B.Com
  3. Tapan PatelFund manager · Aug 2023 · 12y · CFA

    Key facts

    Source.Its Scheme Summary Document at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Mar 2025.

    Source.Its filings at NSE, since Mar 2025.