Tata Equity P/E Fund-(IDCW-Trigger-Opt B-10%)

  • 5 years return (%) 13.57%
  • AUM (₹) ₹5021.15 Cr
  • NAV (₹) 76.8652
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 42.81% 10.79% 13.57% 191.61%
Category Average 53.00% 17.56% 16.92% 18.77%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
42.81%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Tata Equity P/E Fund-(IDCW-Trigger-Opt B-10%) 1.66 5021.1477 +11%
ICICI Pru Business Cycle Fund (G) 1.8 5730.4371 +0%
Canara Robeco Flexi Cap Fund (G) 2 5730.1521 +21%
Kotak Small Cap Fund (G) 1.94 5641.6818 +29%
Nippon India Focused Equity Fund (G) 2.03 5626.3682 +18%

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
    7.0% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    6.1% % Assets
  • H D F C

    Automobile Sector
    Equity Instrument
    5.7% % Assets
  • ITC

    Automobile Sector
    Equity Instrument
    5.2% % 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