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Tata Equity P/E Fund - Direct Growth
22.55
24.85
21.57
-2.87
0.39
-8.38
0.85
18.50
  • NAV

    390.04

    as on 26 Dec 2024

  • ₹0.55 (0.14%)

    Last Change

  • 22.55%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.8%

    Expense Ratio
  • Rating

  • 8,640 Cr

    Fund Size

  • 11 Years

    Fund Age
SIP One-Time

SIP Calculator

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

Returns and Ranks ( as on 26 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 24.85%
  • 22.55%
  • 21.57%
  • 18.50
By Holding By Sector By Asset
9.71%
8.23%
4.38%
3.97%
3.90%
69.81%
View all Holdings
  • 5.75Alpha
  • 3.85SD
  • 0.96Beta
  • 1.14Sharpe
  • 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
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

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes

Tata Mutual Fund

  • AUM :
  • 177,999Cr
  • Address :
  • 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
  • Contact :
  • +91022 62827777
  • Email ID :
  • service@tataamc.com
  • Fund Name
Mutual Fund by Category
Equity Debt Hybrid

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  • Fund Name
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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 26 Dec 2024

The expense ratio of Tata Equity P/E Fund - Direct Growth is % as of 26 Dec 2024

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 26 Dec 2024

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. Net CA & Others - 9.71%
  2. HDFC Bank - 8.23%
  3. B P C L - 4.38%
  4. Wipro - 3.97%
  5. Coal India - 3.90%

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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