Tata Equity PE Fund Regular Growth-0.81%

4Groww
8.22%
1 Year Return
Equity
Value
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Equity PE Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.88%
NAV136.38 (06 Dec 2019)
Fund Started29 Jun 2004
Fund Size5,485 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Equity PE Fund Regular Growth
8.2%
10.4%
9.4%
18.4%
Category Average
-0.6%
NA
NA
-
Rank within category
8
3
3
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. 3Y Returns are lower than the benchmark
    2. 5Y Returns are lower than the benchmark
    3. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity8.9%
    ICICI Bank Ltd.FinancialEquity6.8%
    ITC Ltd.FMCGEquity6.7%
    HDFC Bank Ltd.FinancialEquity6.5%
    Larsen & Toubro Ltd.ConstructionEquity5.4%
    Bajaj Auto LtdAutomobileEquity3.1%
    Power Grid Corporation of India Ltd.EnergyEquity2.9%
    MRF Ltd.AutomobileEquity2.7%
    Kotak Mahindra Bank Ltd.FinancialEquity2.6%
    See All

    Fund Managers

    addSonam Udasi
    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).
    Funds Managed

    Other Details

    Tata Equity PE Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 29 Jun 2004. Sonam Udasi is the Current Fund Manager of Tata Equity PE Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹5,485 Cr and the Latest NAV as of 06 Dec 2019 is ₹136.38.

    The Tata Equity PE Fund Regular 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

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    29 Jun 1995
    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,
    Invest Now
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