Tata Equity P/E Fund Regular Plan Growth

NORMAL RISK
Equity
Equity: Value Oriented
6M returns
-4.48 %
Current NAV
347.25
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Min. SIP
5000
AUM
₹ 8506.4 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank8.3 %
Bharat Petroleum Corporation5.0 %
Others4.4 %
Kotak Mahindra Bank4.0 %
Radico Khaitan3.8 %
ICICI Bank3.8 %

Fund Manager

SU
Sonam Udasi
AS
Amey Sathe

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio1.78%
Exit LoadFor units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
Benchmark index
NIFTY 500 TRI100%

Fund 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.

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