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  • Tata Equity P E Fund Trigger A 10 (RIDCW-Q)

Formerly Tata Equity P/E Trigger B 10% DR

TATA Mutual Fund

Tata Equity P E Fund Trigger A 10 (RIDCW-Q)

EquityValue

118.7367

NAV (Jun 21)

19%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in value mutual funds.

Value funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

118.7367

NAV (Jun 21)

Fund Returns

Last 1Y
50.2%
Last 3Y
25.2%
Last 5Y
20.9%
Last 10Y
17.1%
Since Inception
19.4%
6 Month CAGR
23.6%

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital appreciation to its Unitholder. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Expense Ratio
1.78
Launched (20y ago)
Jun 30, 2004
AUM in Crores
7904.827
ISIN
INF277K01444
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
18.1
Beta (3yr)
0.81
Beta (5yr)
0.89
Sharpe Ratio (3yr)
1.123
Sharpe Ratio (5yr)
0.697
YTM
0
Fund Managers

Sonam Udasi

Fund Manager

Amey Sathe

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Equity P E Fund Trigger A 10 (RIDCW-Q)70%11,84,202 4,51,59019%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

hdfc bank ltd

8.3%
8.3%

bharat petroleum corp ltd

5.4%
5.4%

coal india ltd

4.3%
4.3%

hindustan aeronautics ltd ordinary shares

4.2%
4.2%

ntpc ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

28.6%
28.6%

energy

13.2%
13.2%

consumer cyclical

12.7%
12.7%

utilities

9.8%
9.8%

industrials

9.2%
9.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 155,209 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.8%

13.2%

28.3%

27.5%

19.5%

19%

6%

6.7%

17.8%

19.6%

Tata Equity P E Fund Trigger A 10 (RIDCW-Q) Review

Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is a Value Equity fund and has delivered an annualised return of 18.9% over a period of 19 years. The fund was previously known as Tata Equity P/E Trigger B 10% DR. The fund is managed by Tata Asset Management Limited. The fund managers are Amey Sathe, Sonam Udasi.

Nav of Tata Equity P E Fund Trigger A 10 (RIDCW-Q) as of 6/21/2024 is ₹118.74 with the total AUM as of 6/24/2024 is ₹7904.827. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Equity P E Fund Trigger A 10 (RIDCW-Q) was launched on Jun 30, 2004. The category risk of the fund is Very High Risk.

The minimum SIP amount for Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is rated as a 2 fund in Equity and delivered 39.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Equity P E Fund Trigger A 10 (RIDCW-Q).

Frequently Asked Questions

What is Tata Equity P E Fund Trigger A 10 (RIDCW-Q)?

Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is a Value Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Equity P E Fund Trigger A 10 (RIDCW-Q)?

You can invest in Tata Equity P E Fund Trigger A 10 (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata Equity P E Fund Trigger A 10 (RIDCW-Q)?

The minimum sip amount for Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is Tata Equity P E Fund Trigger A 10 (RIDCW-Q) good to invest in?

As per Scripbox experts, Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is a Neutral fund. You can investTata Equity P E Fund Trigger A 10 (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata Equity P E Fund Trigger A 10 (RIDCW-Q)?

The expense ratio of the Tata Equity P E Fund Trigger A 10 (RIDCW-Q) is 1.78% for regular plan.