Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹150 | ₹5,000 | 0.9 % | 3★ | ₹5,356 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹150 | ₹5,000 | 0.9 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹5,356 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.7% | 18.0% | 11.5% | 16.8% | ||||
| Category Average | 10.3% | 19.4% | 13.4% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
HDFC Bank
ITC
Reliance Industr
Axis Bank
Others
Fund House Details
Tata Equity P/E Fund
Fund Manager
Sonam Udasi
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 |
|---|
Advance Ratio
| 0.01 | 1.05 | 0.87 | 0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
-
-
-
Equity | Sectoral / Thematic Mutual Funds2.2%24.6%16.9%1Y3Y5Y
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
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"
The Tata Equity P/E Fund has delivered 16.8% since inception
The NAV of Tata Equity P/E Fund is ₹237.3 as of 06 December 2022.
The expense ratio of Tata Equity P/E Fund is 0.9 % as of 06 December 2022.
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”.
