TATA EQUITY P/E FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Value Oriented
6M returns
26.66 %
Current NAV
326.82
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 7300.7 Cr

Return Calculator

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

Investment distribution

HDFC Bank7.5 %
ITC5.0 %
NTPC4.9 %
Hero Motocorp4.8 %
Hindustan Aeronautics4.8 %
ICICI Bank3.9 %

Fund Manager

SU
Sonam Udasi
AS
Amey Sathe

Fund Information

Launched
18 Jul 2010(13 years ago)
Expense ratio1.83%
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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