Tata Equity PE Fund IDCW Trigger Option B Direct IDCW

Tata Equity PE Fund IDCW Trigger Option B Direct IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Sonam Udasi, Amey Sathe is the Current Fund Manager of Tata Equity PE Fund IDCW Trigger Option B Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,60,868 Cr and the Latest NAV as of 20 Dec 2024 is ₹132.13. The Tata Equity PE Fund IDCW Trigger Option B Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹150. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months. ;

Investment Objective

The fund seeks to provide capital appreciation by investing 70 per cent of the total assets in stocks having a trailing P/E ratio less than that of the BSE Sensex at the time of investment. ;