Tata Equity P/E Fund – Direct Growth
₹ 150
Min SIP
₹ 5,000
Min Lumpsum
0.87 %
Expense Ratio
Rating
6,019
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.9% | 23.3% | 12.4% | 16.8% | ||||
| Category Average | 9.7% | 22.7% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.4
Alpha
3.55
SD
0.81
Beta
0.52
Sharpe
Exit Load
| Exit Load | On or before expiry of 12 months from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 months from the date of allotment: Nil |
|---|
Fund Objective
To invest at least 70% of its net assets in shares whose trailing P/E ratios are less than that of BSE Sensex at the time of investment. The fund might also invest, to the extent of 20% of its net assets, in debt instruments including money market instruments.
Fund Managers
Sonam Udasi
Boasting combined expertise of over 24 years in equity research, Sonam Udasi has served Tata Asset Management as a senior fund manager since 2016. He had joined back in 2014 as Head Research. Before joining Tata, he served IDBI Capital Market Services as the Research Head for four years. He presently manages assets over INR 12,800 crores across schemes like Tata Retirement Savings Fund, Tata India Consumer Fund, etc.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Value .
-
- 6,542
-
20%Fund Size - 6,542
-
37.5%Fund Size - 6,542
-
15.9%Fund Size - 6,542
-
- Equity .
- Value .
-
- 1,228
-
20.2%Fund Size - 1,228
-
34.9%Fund Size - 1,228
-
14.9%Fund Size - 1,228
-
- Equity .
- Value .
-
- 32,659
-
20.4%Fund Size - 32,659
-
29.7%Fund Size - 32,659
-
16.8%Fund Size - 32,659
-
- Equity .
- Value .
-
- 9,077
-
23.5%Fund Size - 9,077
-
28.4%Fund Size - 9,077
-
14.8%Fund Size - 9,077
-
- Equity .
- Value .
-
- 5,562
-
16.7%Fund Size - 5,562
-
27.2%Fund Size - 5,562
-
15.1%Fund Size - 5,562
AMC Contact Details
Tata Mutual Fund
AUM:
1,11,184 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
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Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 640
-
24.5%Fund Size - 640
-
17.2%Fund Size - 640
-
18.8%Fund Size - 640
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- Equity .
- Sectoral / Thematic .
-
- 283
-
13.1%Fund Size - 283
-
25.3%Fund Size - 283
-
18.5%Fund Size - 283
-
- Equity .
- Small Cap .
-
- 5,683
-
30.2%Fund Size - 5,683
-
40.6%Fund Size - 5,683
-
-Fund Size - 5,683
-
- Equity .
- Sectoral / Thematic .
-
- 7,573
-
7.4%Fund Size - 7,573
-
27.4%Fund Size - 7,573
-
19.7%Fund Size - 7,573
-
- Debt .
- Fixed Maturity Plans .
-
- 53
-
11.2%Fund Size - 53
-
14.5%Fund Size - 53
-
14%Fund Size - 53
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
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Multi Cap
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ELSS
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Dividend Yield
Fund Name
Sectoral / Thematic
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Focused
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debt
Ultra Short Duration
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Liquid
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Gilt
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Overnight
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Floater
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hybrid
Arbitrage
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Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Tata Equity P/E Fund – Direct Growth ?
You can invest in Tata Equity P/E Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Equity P/E Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Equity P/E Fund – Direct Growth ?
The NAV of Tata Equity P/E Fund – Direct Growth is ₹265.2 as of 18 August 2023.
How to redeem Tata Equity P/E Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Equity P/E Fund – Direct Growth?
The minimum SIP amount of Tata Equity P/E Fund – Direct Growth is ₹150
What are the top sectors Tata Equity P/E Fund – Direct Growth has invested in?
The top sectors Tata Equity P/E Fund – Direct Growth has invested in are
- Banks - 22.33%
- Automobiles - 8.05%
- Finance - 7.15%
- Diversified FMCG - 6.25%
- Power - 5.94%
Can I make investments in both the SIP and Lump Sum schemes of Tata Equity P/E Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Tata Equity P/E Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Tata Equity P/E Fund – Direct Growth generated ?
The Tata Equity P/E Fund – Direct Growth has delivered 16.8% since inception
What is the expense ratio of Tata Equity P/E Fund – Direct Growth ?
The expense ratio of Tata Equity P/E Fund – Direct Growth is 0.87 % as of 18 August 2023.
What is the AUM of Tata Equity P/E Fund – Direct Growth?
The AUM of Tata Equity P/E Fund – Direct Growth is ₹1,11,184 Cr as of 18 August 2023
What are the top stock holdings of Tata Equity P/E Fund – Direct Growth?
The top stock holdings of Tata Equity P/E Fund – Direct Growth are
- HDFC Bank - 13.36%
- ITC - 6.25%
- ICICI Bank - 6.15%
- Reliance Industr - 5.4%
- Hero Motocorp - 4.59%
How can I redeem my investments in Tata Equity P/E Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Equity P/E Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Equity P/E Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.