Tata Equity PE Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sonam Udasi is the Current Fund Manager of Tata Equity PE Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹5,485 Cr and the Latest NAV as of 21 Nov 2019 is ₹145.20.
The Tata Equity PE Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months..
Investment Objective
To provide reasonable & regular income along with possible capital appreciation to its unitholders.
Tax Implications
Returns 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.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
Exit Load