Name: Tata Equity PE Fund Direct Growth
Brand: Tata Mutual Fund

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Tata Equity PE Fund Direct Growth
Equity
Value
Very High Risk
38.61%
1Y return
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jul 2021₹192.23
Min. SIP Amount₹500
Rating3star
Fund Size₹4,677.38 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Value
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.6%10.1%14.4%16.9%
Category average61.5%12.9%13.6%NA
Rank with in category17148NA
Understand termsinfo
Holdings (38)NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.1%
HDFC Bank Ltd.FinancialEquity7.7%
Reliance Industries Ltd.EnergyEquity7.3%
Infosys Ltd.TechnologyEquity6.6%
Housing Development Finance Corpn. Ltd.FinancialEquity5.4%
ITC Ltd.FMCGEquity5.4%
HCL Technologies Ltd.TechnologyEquity4.6%
Power Grid Corporation of India Ltd.
EnergyEquity3.8%
ACC Ltd.ConstructionEquity3.0%
Radico Khaitan Ltd.FMCGEquity2.7%
See All
Pros and consCategory: Equity Value
Pros5Y Returns are higher than the category average returns
Cons1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.91%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementSonam Udasi
Apr 2016 - Present
View Details
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Education
Mr. Udasi is a B.Com and also holds PGDM(Finance).
Experience
Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
Also manages these schemes
Tata Young Citizens Regular
Tata Index Nifty Regular
Tata Equity PE Fund Regular Growth
Tata Index Sensex Regular
Tata Equity PE Fund IDCW Trigger Option B Regular IDCW
Tata Equity PE Fund IDCW Trigger Option A Regular IDCW
Tata Retirement Savings Fund Progressive Plan Regular Growth
Tata Retirement Savings Fund Moderate Plan Regular Growth
Tata Retirement Savings Fund Conservative Plan Regular Growth
Tata Equity PE Fund Direct Growth
Tata Equity PE Fund IDCW Trigger Option A Direct IDCW
Tata Equity PE Fund IDCW Trigger Option B Direct IDCW
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata Index Sensex Direct
Tata Index Nifty Direct
Tata Banking and Financial Services Fund Direct IDCW
Tata Banking and Financial Services Fund Regular IDCW
Tata Banking and Financial Services Fund Direct Growth
Tata Banking and Financial Services Fund Regular Growth
Tata India Consumer Fund Regular IDCW
Tata India Consumer Fund Regular Growth
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct IDCW
Tata Value Fund Series 1 Direct Growth
Tata Value Fund Series 1 Regular Growth
Tata Value Fund Series 1 Regular IDCW
Tata Value Fund Series 2 Direct IDCW
Tata Value Fund Series 2 Regular Growth
Tata Value Fund Series 2 Direct Growth
Tata Value Fund Series 2 Regular IDCW
Tata Flexi Cap Fund Direct IDCW
Tata Flexi Cap Fund Regular IDCW
Tata Flexi Cap Fund Direct Growth
Tata Flexi Cap Fund Regular Growth
Tata Balanced Advantage Fund Regular Growth
Tata Balanced Advantage Fund Direct Growth
Amey Sathe
Jun 2018 - Present
View Details
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Education
Mr. Sathe is MMS & CFA
Experience
Prior to joining TATA Mutual Fund he has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
Also manages these schemes
Tata Large Cap Fund Regular Growth
Tata Young Citizens Regular
Tata Equity PE Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Equity PE Fund IDCW Trigger Option B Regular IDCW
Tata Equity PE Fund IDCW Trigger Option A Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Equity PE Fund Direct Growth
Tata Equity PE Fund IDCW Trigger Option A Direct IDCW
Tata Equity PE Fund IDCW Trigger Option B Direct IDCW
Tata Banking and Financial Services Fund Direct IDCW
Tata Banking and Financial Services Fund Regular IDCW
Tata Banking and Financial Services Fund Direct Growth
Tata Banking and Financial Services Fund Regular Growth
Fund house & investment objective
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Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
Date of Incorporation30 Jun 1995
Tata Equity PE Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1
Tata Equity PE Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Sonam Udasi is the Current Fund Manager of Tata Equity PE Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹61,612 Cr and the Latest NAV as of 27 Jul 2021 is ₹192.23.
The Tata Equity PE Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months....Read more
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 th
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.
...Read more
Fund benchmarkS&P BSE Sensex TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	38.6%	10.1%	14.4%	16.9%
Category average	61.5%	12.9%	13.6%	NA
Rank with in category	17	14	8	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	8.1%
HDFC Bank Ltd.	Financial	Equity	7.7%
Reliance Industries Ltd.	Energy	Equity	7.3%
Infosys Ltd.	Technology	Equity	6.6%
Housing Development Finance Corpn. Ltd.	Financial	Equity	5.4%
ITC Ltd.	FMCG	Equity	5.4%
HCL Technologies Ltd.	Technology	Equity	4.6%
Power Grid Corporation of India Ltd.	Energy	Equity	3.8%
ACC Ltd.	Construction	Equity	3.0%
Radico Khaitan Ltd.	FMCG	Equity	2.7%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹5,000

Rating	3
Fund Size	₹4,677.38 Cr

Rank (total assets)	#14 in India
Total AUM	61,612.23 Cr