3 Year return
24.83%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹7753.52 Cr.
Expense Ratio
0.81% (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
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 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 Direct IDCW Payout |
30.03% |
0 |
HSBC Value Fund Direct IDCW Payout |
27.93% |
0 |
ICICI Prudential Value Discovery Fund Direct Plan IDCW Payout |
25.45% |
5 |
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 the TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) Reinvestment
The TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) Reinvestment fund is an equity mutual fund scheme that invests in a diversified portfolio of stocks of large-cap companies. It is offered by Tata Mutual Fund. The TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) is open ended fund. The expense ratio is higher than the category average.
Investment Objectives of the Scheme
The investment objective of the TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) Reinvestment fund is to generate long-term capital appreciation by investing in stocks of companies with high P/E ratios.
Key Features of The Fund
5-year return | 20.16% |
Expense Ratio | 0.81% |
Fund Manager | Sonam Udasi |
Fund Size | ₹7753.52 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) Reinvestment fund is suitable for investors who are looking for long-term growth and who are comfortable with the risk of moderate losses. The fund is also suitable for investors who are looking for exposure to a diversified portfolio of large-cap stocks. Overall, the TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) Reinvestment fund is a good investment option for investors who are looking for long-term growth with the potential for moderate losses. However, investors should be aware of the risks associated with investing in a P/E fund, such as the potential for high volatility.
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.
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FAQs
What is today's NAV of TATA Equity P/E Fund Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
What is the AUM of TATA Equity P/E Fund Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
What is the expense ratio of TATA Equity P/E Fund Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
What are the returns of TATA Equity P/E Fund Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment since inception?
What is the minimum SIP amount to invest in TATA Equity P/E Fund Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
How do I invest in TATA Equity P/E Fund Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
- 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 Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
- 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 Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
- 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 Direct Plan Reinvestment of IDCW Option A (5%) Reinvestment?
- 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.