Tata Equity P/E Fund
150
Min SIP
5,000
Min Lumpsum
0.9 %
Expense Ratio
Rating
5,359
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.1% | 28.7% | 11.2% | 16.2% | ||||
| Category Average | 15.6% | 29.7% | 12.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
ITC
H D F C
Reliance Industr
Others
Advance Ratio
0.3
Alpha
3.7
SD
0.81
Beta
0.54
Sharpe
Exit Load
| Exit Load | On or before expiry of 12 months from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 months from the date of allotment: Nil |
|---|
Fund Objective
To invest at least 70% of its net assets in shares whose trailing P/E ratios are less than that of BSE Sensex at the time of investment. The fund might also invest, to the extent of 20% of its net assets, in debt instruments including money market instruments.
Fund Managers
Sonam Udasi
Boasting combined expertise of over 24 years in equity research, Sonam Udasi has served Tata Asset Management as a senior fund manager since 2016. He had joined back in 2014 as Head Research. Before joining Tata, he served IDBI Capital Market Services as the Research Head for four years. He presently manages assets over INR 12,800 crores across schemes like Tata Retirement Savings Fund, Tata India Consumer Fund, etc.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Value .
-
- 5,430
-
21.8%Fund Size - 5,430
-
46.9%Fund Size - 5,430
-
13.4%Fund Size - 5,430
-
- Equity .
- Value .
-
- 954
-
24.5%Fund Size - 954
-
41.9%Fund Size - 954
-
13.6%Fund Size - 954
-
- Equity .
- Value .
-
- 4,832
-
18.8%Fund Size - 4,832
-
34.1%Fund Size - 4,832
-
13.4%Fund Size - 4,832
-
- Equity .
- Value .
-
- 8,087
-
23%Fund Size - 8,087
-
34%Fund Size - 8,087
-
12.9%Fund Size - 8,087
-
- Equity .
- Value .
-
- 28,470
-
18.5%Fund Size - 28,470
-
33.8%Fund Size - 28,470
-
15.9%Fund Size - 28,470
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Equity P/E Fund ?
You can invest in Tata Equity P/E Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Equity P/E Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Equity P/E Fund ?
The NAV of Tata Equity P/E Fund is ₹243.6 as of 26 May 2023.
How to redeem Tata Equity P/E Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Equity P/E Fund?
The minimum SIP amount of Tata Equity P/E Fund is ₹150
What are the top sectors Tata Equity P/E Fund has invested in??
The top sectors Tata Equity P/E Fund has invested in are
- HDFC Bank - 9%
- ICICI Bank - 7.67%
- ITC - 6.77%
- H D F C - 6.03%
- Reliance Industr - 5.24%
How much returns have Tata Equity P/E Fund generated ?
The Tata Equity P/E Fund has delivered 16.2% since inception
What is the expense ratio of Tata Equity P/E Fund ?
The expense ratio of Tata Equity P/E Fund is 0.9 % as of 26 May 2023.
What is the AUM of Tata Equity P/E Fund?
The AUM of Tata Equity P/E Fund is ₹88,392 Cr as of 26 May 2023
What are the top stock holdings of Tata Equity P/E Fund?
The top stock holdings of Tata Equity P/E Fund are
- HDFC Bank - 9%
- ICICI Bank - 7.67%
- ITC - 6.77%
- H D F C - 6.03%
- Reliance Industr - 5.24%