Tata Equity P/E Fund Growth Direct Plan - Latest NAV:₹385.54, Performance, Returns and Fund Review/Analysis

Q: How are the returns of Tata Equity P/E Fund - Growth - Direct Plan fund?

Tata Equity P/E Fund - Growth - Direct Plan fund has delivered a CAGR of 1 year: 46.16%, 3 years: 21.22%, 5 years: 21.14%, and 9 years: 17.47%. However, its average rolling 1 year: 21.46%, 3 years: 17.81%, 5 years: 15.50%, and 9 years: 15.60%.

Q: How much does Tata Equity P/E Fund - Growth - Direct Plan Fund charge as expense ratio?

Tata Equity P/E Fund - Growth - Direct Plan expense ratio is 0.80%

Q: What is the AUM or size of Tata Equity P/E Fund - Growth - Direct Plan Fund?

The AUM of Tata Equity P/E Fund - Growth - Direct Plan is currently 8,681 Crores.

Q: What are the top stock holdings of Tata Equity P/E Fund - Growth - Direct Plan Fund?

The Top 3 stocks are HDFC Bank, BPCL and Coal India and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 41% of fund’s portfolio respectively.

Q: What are the top sectors Tata Equity P/E Fund - Growth - Direct Planfund has invested in?

Top three sectors of funds are BFSI, Construction & Infrastructure and Miscellaneous accounting for 53% of the total portfolio.

FAQ : Tata Equity P/E Fund - Growth - Direct Plan

How are the returns of Tata Equity P/E Fund - Growth - Direct Plan fund?

Tata Equity P/E Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	46.16	21.22	21.14	17.47
Average Rolling Returns(%)	21.46	17.81	15.50	15.60

What is the current NAV of Tata Equity P/E Fund - Growth - Direct Plan Fund?

The Current NAV of Tata Equity P/E Fund - Growth - Direct Plan is ₹385.54.

Should I SIP in Tata Equity P/E Fund - Growth - Direct Plan Fund?

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

How much does Tata Equity P/E Fund - Growth - Direct Plan Fund charge as expense ratio?

Tata Equity P/E Fund - Growth - Direct Plan fund’s expense ratio is 0.80%

How can I redeem my investments in Tata Equity P/E Fund - Growth - Direct Plan Fund?

The process for redemption is

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.

What is the AUM or size of Tata Equity P/E Fund - Growth - Direct Plan Fund?

The AUM of Tata Equity P/E Fund - Growth - Direct Plan is currently ₹8,681 Crores.

What are the top stock holdings of Tata Equity P/E Fund - Growth - Direct Plan Fund?

The Top three stocks are HDFC Bank, BPCL and Coal India and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 41% of fund’s portfolio respectively.

What are the top sectors Tata Equity P/E Fund - Growth - Direct Plan Fund has invested in?

Top three sectors of Tata Equity P/E Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Miscellaneous accounting for 53% of the total portfolio.

Is it safe to invest in Tata Equity P/E Fund - Growth - Direct Plan Fund?

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Value Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

What is the category of Tata Equity P/E Fund - Growth - Direct Plan Fund?

The category of Tata Equity P/E Fund - Growth - Direct Plan Fund is Equity - Value Fund.

Who manages the Tata Equity P/E Fund - Growth - Direct Plan Fund?

Sonam Udasi and Amey Sathe manage the Tata Equity P/E Fund - Growth - Direct Plan Fund.

What is the PE and PB ratio of Tata Equity P/E Fund - Growth - Direct Plan Fund Direct Plan Growth?

Tata Equity P/E Fund - Growth - Direct Plan current PE ratio is 28.68 and PB ratio is 3.81

What is the asset allocation of Tata Equity P/E Fund - Growth - Direct Plan Stocks, Debt and Gold?

The asset allocation of Tata Equity P/E Fund - Growth - Direct Plan is Stocks : 91.18%, Debt : 8.79% and Gold : 0%

What is the minimum SIP amount of Tata Equity P/E Fund - Growth - Direct Plan Fund?

The minimum SIP amount for Tata Equity P/E Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00

Is there any Exit Load for Tata Equity P/E Fund - Growth - Direct Plan Fund?

The exit load for Tata Equity P/E Fund - Growth - Direct Plan is Nil upto 12% on investment and 1% for rest investment on or before 12 months, Nil after 12 months