Tata Equity PE Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

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
1Y
+13.1%
+8.4%
+4.9%
+4.0%
+2.5%
-2.8%
3Y
+20.2%
+19.9%
+17.5%
+20.4%
+15.4%
+21.5%
5Y
NA
+29.4%
+25.3%
+27.1%
+25.5%
NA
ALL
+16.7%
+18.5%
+16.9%
+16.7%
+14.3%
+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

FAQs