Tata Equity PE Fund IDCW Trigger Option B Regular IDCW

Tata Equity PE Fund IDCW Trigger Option B Regular 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 is the Current Fund Manager of Tata Equity PE Fund IDCW Trigger Option B Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,020 Cr and the Latest NAV as of 18 Apr 2024 is ₹106.07. The Tata Equity PE Fund IDCW Trigger Option B Regular 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. ;