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Tata Equity P/E Fund Regular Growth

Formerly Tata Equity P/E Gr
Returns (5yrs)
3.74 %
Latest NAV
107.18

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 26th of May, 06:48 PM

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Fund Managers

  • profile-pic
    Amey Sathe
    profile-pic
    Sonam Udasi
  • expense-ratio
    Expense Ratio
    1.98
    benchmark
    Benchmark
    S&P BSE SENSEX TR INR
  • Aum image
    AUM
    ₹ 4018.95 Crores
    ISIN
    ISIN
    INF277K01451
  • Category Risk:

    Moderately High risk

Holding Information

as on 26th of May, 06:48 PM

Top Holding

Reliance Industries Ltd
12%
Housing Development Finance Corp Ltd
9%
Hdfc Bank Ltd
7%
Icici Bank Ltd
6%
Itc Ltd
5%

Top Sectors

Financial Services
34%
Energy
15%
Consumer Cyclical
12%
Consumer Defensive
7%
Industrials
6%

Allocation

Equity
91%
Others
10%
Debt
0%

Investment Return Calculator

as on 26th of May, 06:48 PM
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Total Corpus
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Annualized %
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  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 26th of May, 06:48 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Tata Equity P/E Fund Regular Growth is a Diversified EQUITY fund and has delivered an annualised return of 3.74% over a period of 5 years. The fund is managed by Tata Asset Management Limited. The fund managers names are Amey Sathe, Sonam Udasi. To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder. The fund charges 1.98000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.