Tata Equity PE Fund Regular Plan -(Growth Option)
Category: Equity: Value
Launch Date: 05-06-2004
AUM:
₹ 7,904.83 Cr
Expense Ratio
1.78%
Benchmark
NIFTY 500 TRI
ISIN
INF277K01451
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Sonam Udasi, Amey Sathe
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Equity PE Fund Regular Plan -(Growth Option) | 51.41 | 24.92 | 20.8 |
| NIFTY 500 TRI | 39.49 | 19.14 | 19.39 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
344.8759
Last change
1.42 (0.4121%)
Fund Size (AUM)
₹ 7,904.83 Cr
Performance
19.4% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The fund seeks to provide capital appreciation by investing 70 per cent of the total assets in stocks having a trailing P/E ratio less than that of the BSE Sensex at the time of investment.
Fund Manager
Sonam Udasi, Amey Sathe
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Tata Equity PE Fund Reg (Gr) | 20.8 |
| Quant Value Fund Reg Gr | 0.0 |
| JM Value Gr | 25.71 |
| HSBC Value Fund Reg Gr | 24.1 |
| Nippon India Value Gr | 23.48 |
| ITI Value Fund Reg Gr | 0.0 |
| Axis Value Fund Reg Gr | 0.0 |
| ABSL Pure Value Gr | 19.04 |
| Templeton India Value Gr | 23.25 |
| HDFC Capital Builder Value Gr | 18.91 |