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

  • 5 years return (%) 12.60%
  • AUM (₹) ₹4677.38 Cr
  • NAV (₹) 75.3139
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 37.04% 8.17% 12.60% 144.75%
Category Average 39.86% 13.30% 14.78% 5.89%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
37.04%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%) 1.97 4677.3805 +8%
SBI Magnum Global Fund (G) 2.04 5010.7452 +16%
ICICI Pru Business Cycle Fund (G) 1.9 4986.9388 +0%
Aditya Birla SL Focused Equity Fund (G) 2.05 4937.5813 +13%
HDFC Capital Builder Value Fund - (G) 2.06 4870.6463 +10%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    8.1% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    7.7% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    7.3% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    6.6% % Assets
  • H D F C

    Automobile Sector
    Equity Instrument
    5.4% % Assets

AMC Details

Tata Mutual Fund

  • 66999.3375 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