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Tata Equity PE Fund Direct Growth

Equity
Value
Very High Risk
14.03%
3Y annualised
-0.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 May 2022₹198.37
Min. SIP amount₹150
Rating3
Fund size₹4,980.19Cr

Returns and rankings

Category: Equity Value
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.5%14.0%9.9%15.8%
Category average61.5%12.9%13.6%NA
Rank with in category71211NA
Understand terms

Holdings (36)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.8%
HDFC Bank Ltd.FinancialEquity7.8%
Reliance Industries Ltd.EnergyEquity6.3%
ITC Ltd.Consumer StaplesEquity6.0%
Infosys Ltd.TechnologyEquity5.3%
Housing Development Finance Corpn. Ltd.FinancialEquity4.9%
Power Grid Corporation of India Ltd.EnergyEquity4.7%
ACC Ltd.ConstructionEquity4.1%
Greenpanel Industries Ltd.Consumer StaplesEquity3.4%
HCL Technologies Ltd.TechnologyEquity3.1%
See All

Pros and cons

Category: Equity Value

Pros

3Y annualised returns higher than category average by 1.31%
Lower expense ratio: 0.9%

Cons

1Y and 5Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 0.90%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Sonam Udasi
Apr 2016 - Present
View details

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, JM Financial AMC, Prime Securities, BRICS Securities and IDBI Capital Market Services Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Website
NA
Amc Image
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

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FAQs

How to Invest in Tata Equity PE Fund Direct Growth?

You can easily invest in Tata Equity PE Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Tata Equity PE Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Tata Equity PE Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Equity PE Fund Direct Growth provide?

The Tata Equity PE Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 11.54% since its inception.

How much expense ratio is charged by Tata Equity PE Fund Direct Growth?

The term Expense Ratio used for Tata Equity PE Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Tata Equity PE Fund Direct Growth is 0.90% as of 20 May 2022...

What is the AUM of Tata Equity PE Fund Direct Growth?

The AUM, short for Assets Under Management of Tata Equity PE Fund Direct Growth is ₹4,980.19Cr as of 20 May 2022.

How to Redeem Tata Equity PE Fund Direct Growth?

If you want to sell your Tata Equity PE Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Equity PE Fund Direct Growth?

You can select either SIP or Lumpsum investment of Tata Equity PE Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Tata Equity PE Fund Direct Growth?

The NAV of Tata Equity PE Fund Direct Growth is ₹198.37 as of 19 May 2022.

What is the PE and PB ratio of Tata Equity PE Fund Direct Growth?

The PE ratio ratio of Tata Equity PE Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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