Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)

  • 5 years return (%) 14.05%
  • AUM (₹) ₹5100.96 Cr
  • NAV (₹) 85.6725
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 46.55% 17.70% 14.05% 178.41%
Category Average 51.84% 22.09% 18.63% 23.39%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
46.55%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%) 1.66 5100.9576 +18%
Nippon India Focused Equity Fund (G) 2.03 5818.1626 +25%
Aditya Birla SL Focused Equity Fund (G) 2.01 5357.6578 +21%
SBI Magnum Global Fund (G) 1.98 5352.9676 +22%
HDFC Capital Builder Value Fund - (G) 1.95 5333.9124 +18%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    8.5% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    8.0% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    6.5% % Assets
  • ITC

    Automobile Sector
    Equity Instrument
    6.0% % Assets
  • H D F C

    Automobile Sector
    Equity Instrument
    5.6% % Assets

AMC Details

Tata Mutual Fund

  • 77009.5251 Cr

    AUM

Contact Details

1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051

6657 8282. | 2261 3782.
service@tataamc.com