Tata Equity P/E Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 49.25 | 23.75 | 18.78 | 15.57 |
Average Rolling Returns(%) | 20.70 | 17.45 | 15.14 | 17.36 |
The Current NAV of Tata Equity P/E Fund - Growth - Direct Plan is ₹346.08.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 100 returns, as Funds portfolio is significantly different.
Tata Equity P/E Fund - Growth - Direct Plan fund’s expense ratio is 0.82%
The process for redemption is
The AUM of Tata Equity P/E Fund - Growth - Direct Plan is currently ₹7,301 Crores.
The Top three stocks are BPCL, HDFC Bank and Kotak Mahindra Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 44% of fund’s portfolio respectively.
Top three sectors of Tata Equity P/E Fund - Growth - Direct Plan fund are BFSI, Auto and Oil & Gas accounting for 52% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Value Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Equity P/E Fund - Growth - Direct Plan Fund is Equity - Value Fund.
Sonam Udasi and Amey Sathe manage the Tata Equity P/E Fund - Growth - Direct Plan Fund.
Tata Equity P/E Fund - Growth - Direct Plan current PE ratio is 21.04 and PB ratio is 3.73
The asset allocation of Tata Equity P/E Fund - Growth - Direct Plan is Stocks : 96.61%, Debt : 3.38% and Gold : 0%
The minimum SIP amount for Tata Equity P/E Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Equity P/E Fund - Growth - Direct Plan is Nil upto 12% on investment and 1% for rest investment on or before 12 months, Nil after 12 months