₹ 71.419
NAV (Mar 05)
Top Ranked
Scripbox recommends other funds for investment in diversified.
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Diversified 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.
Track Record
12 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
4,372 Cr. Category leader in size
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
1.97 %
Expense Ratio
Oct 05, 2009
Launched (12y ago)
₹ 4,372
AUM in Crores
INF277K01436
ISIN
No Lock-in
Lock-in
S&P BSE SENSEX TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 57,094 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 12,917 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 12,917 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 12,917 Cr
Fund Size
4.8%
3Y returns
Diversified
Top Ranked
₹ 1,885 Cr
Fund Size
13.8%
3Y returns
Diversified
Top Ranked
₹ 1,722 Cr
Fund Size
N/A
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Tata Equity P E Trigger A 5 fund (DR-Q) is a diversified equity fund and has delivered an annualised return of 12.7% over a period of 12 years ..The fund is managed by Tata Asset Management Limited.The fund managers are Amey Sathe, Sonam Udasi
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. However, there is no assurance that the objective of the scheme will be realized.
The Tata Equity P E Trigger A 5 fund (DR-Q) fund was launched on Oct 05, 2009. The NAV (Net Asset Value) of this diversified equity as of 2021-03-05 is ₹ 71.419. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 4371.683. The category risk of the Tata Equity P E Trigger A 5 fund (DR-Q) fund is Low to Moderate Risk. The fund charges 1.97 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.1% in this asset class. The top three holdings of the fund are icici bank ltd,hdfc bank ltd and reliance industries ltd shs dematerialised
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 S&P BSE SENSEX TR INR
Tata Equity P E Trigger A 5 fund (DR-Q) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Tata Equity P E Trigger A 5 fund (DR-Q) has a score of 5 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.