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16315
5431
Tata Equity P/E Fund - Direct Growth
19.87
9.74
27.47
5.80
3.16
-7.17
-14.22
17.37
  • NAV

    360.93

    as on 21 Mar 2025

  • ₹4.63 (1.30%)

    Last Change

  • 19.87%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.84%

    Expense Ratio
  • Rating

  • 7,468 Cr

    Fund Size

  • 12 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 29
  • Wealth Gained
  • NaN
  • Expected Amount
  • NaN
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 21 Mar 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 9.74%
  • 19.87%
  • 27.47%
  • 17.37
By Holding By Sector By Asset
10.38%
9.52%
4.38%
4.36%
4.08%
67.28%
View all Holdings
  • 5.08Alpha
  • 4.26SD
  • 0.99Beta
  • 0.79Sharpe
  • 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 implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
To invest at least 70% of its net assets in shares whose trailing P/E ratios are less than that of BSE Sensex at the time of investment. The fund might also invest, to the extent of 20% of its net assets, in debt instruments including money market instruments.

Sonam Udasi

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moderate Moderate Moderately
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High
  • Fund Name
View all schemes
5431
  • Fund Name
  • Address :
  • 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com
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FAQs

You can invest in Tata Equity P/E Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Equity P/E Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Tata Equity P/E Fund - Direct Growth has delivered 19.49% since inception

The NAV of Tata Equity P/E Fund - Direct Growth is ₹396.842 as of 21 Mar 2025

The expense ratio of Tata Equity P/E Fund - Direct Growth is % as of 21 Mar 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Tata Equity P/E Fund - Direct Growth 7904.83 CR as of 21 Mar 2025

The minimum SIP amount of Tata Equity P/E Fund - Direct Growth is 100

The top stock holdings of Tata Equity P/E Fund - Direct Growth are

  1. HDFC Bank - 10.38%
  2. Net CA & Others - 9.52%
  3. B P C L - 4.38%
  4. Coal India - 4.36%
  5. Wipro - 4.08%

The top sectors Tata Equity P/E Fund - Direct Growth has invested in are

  1. Banks - 15.04%
  2. Finance - 9.96%
  3. Power - 9.8%
  4. Automobiles - 6.63%
  5. Petroleum Products - 5.36%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Equity P/E Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Equity P/E Fund - Direct Growth based on your investment objective and risk tolerance

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