Tata Equity P/E Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 47.82 | 22.5 | 17.41 | 14.38 |
Average Rolling Returns(%) | 19.40 | 17.30 | 15.11 | 15.52 |
The Current NAV of Tata Equity P/E Fund - Growth is ₹315.84.
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 fund’s expense ratio is 1.79%
The process for redemption is
The AUM of Tata Equity P/E Fund - Growth 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 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 Fund is Equity - Value Fund.
Sonam Udasi and Amey Sathe manage the Tata Equity P/E Fund - Growth Fund.
Tata Equity P/E Fund - Growth current PE ratio is 21.04 and PB ratio is 3.73
The asset allocation of Tata Equity P/E Fund - Growth is Stocks : 96.61%, Debt : 3.38% and Gold : 0%
The minimum SIP amount for Tata Equity P/E Fund - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Equity P/E Fund - Growth is Nil upto 12% on investment and 1% for rest investment on or before 12 months, Nil after 12 months