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Tata Equity PE Growth Direct Plan
Equity
Value Fund
Tata Equity PE Growth Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
Tata Equity PE Growth Direct Plan
NAV
₹349.4817
+2.05%
(18 Mar)
AUM
7,468 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
Axis Value (G)
ICICI Pru Value Discov...
Tata Equity PE (G)
Category Average
JM Value (G)
Quant Value (G)
1Y
+13.1%
+8.4%
+4.9%
+4.2%
+4.0%
-2.8%
3Y
+20.2%
+19.9%
+17.5%
+16.0%
+20.4%
+21.5%
5Y
NA
+29.4%
+25.3%
+27.1%
+27.1%
NA
ALL
+16.7%
+18.5%
+16.9%
+14.4%
+16.7%
+19.2%
VOL
14.9%
14.5%
16.6%
-
18.9%
20.4%
TER
0.9%
1.1%
0.8%
-
1.0%
0.4%
AUM
₹742 Cr
₹46,114 Cr
₹7,468 Cr
-
₹937 Cr
₹1,603 Cr
INFO
1.12
1.27
1.02
-
0.88
0.94
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Equity PE (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 31st Jan
Top holdings
HDFC Bank Ltd
9.4%
Cash / Net Current Asset
7.1%
Bharat Petroleum Corp Ltd
4.4%
Wipro Ltd
4.2%
Coal India Ltd
4.2%
Muthoot Finance Ltd
3.7%
ICICI Bank Ltd
3.6%
ITC Ltd
3.5%
Dr Reddy's Laboratories Ltd
3.5%
Radico Khaitan Ltd
3.4%
Top industry exposure
Financial Services
36.0%
Consumer Cyclical
10.3%
Energy
9.9%
Technology
7.9%
Consumer Defensive
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
73%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital appreciation to its Unitholder.
Fund manager(s)
Sonam Udasi
Amey Sathe
More details
Fund offer document
All funds from TATA
FAQs
Monthly SIP
One Time