3 Year return
26.84%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹8864.64 Cr.
Expense Ratio
0.8% (inclusive of GST)
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
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
SU
Sonam Udasi
Fund Manager since Apr 2016
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Value Fund |
31.5% |
0 |
|
Templeton India Value Fund |
27.78% |
4 |
|
Bandhan Sterling Value Fund |
25.03% |
4 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Equity P/E Fund Direct Plan Growth
The TATA Equity P/E Fund Direct Plan Growth, an equity scheme with an open-ended nature, employs a value investment strategy to target long-term capital appreciation. The fund primarily invests in equity and equity-related instruments of companies with a rolling price-to-earnings (P/E) ratio lower than that of S&P BSE Sensex. Additionally, the fund uses various qualitative and quantitative screens to select companies for investment. This approach seeks to identify undervalued opportunities in the market and benefit from their potential growth over time.
Investment Objective of the Scheme
The primary investment objective of the TATA Equity P/E Fund Direct Plan Growth is to achieve income distribution and/or capital appreciation over the medium to long term. The fund primarily aims to achieve capital appreciation by investing 70% of its total assets in stocks. These stocks are selected based on a trailing P/E ratio that is lower than that of the BSE Sensex Total Return Index. In essence, the fund seeks to grow your investment by focusing on stocks with favourable valuations and potential for capital gains compared to the broader market index.
Key Features of The Fund
| 5-year return | 26.28% |
| Expense Ratio | 0.8% |
| Fund Manager | Sonam Udasi |
| Fund Size | ₹8864.64 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The TATA Equity P/E Fund Direct Plan Growth caters to investors with the market knowledge and a willingness to take risks for potentially high returns. It is particularly suitable for value investors aspiring for quality stocks at attractive valuations, but it's essential to be prepared for the possibility of moderate to high risk.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Ready to Invest? Start Your SIP Now!
FAQs
What is today's NAV of TATA Equity P/E Fund?
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What is the expense ratio of TATA Equity P/E Fund?
What are the returns of TATA Equity P/E Fund since inception?
What is the minimum SIP amount to invest in TATA Equity P/E Fund?
How do I invest in TATA Equity P/E Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Equity P/E Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Equity P/E Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Equity P/E Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
