Item: Tata Equity P/E Fund Direct Plan Growth
Rating: 5
Author: Morningstar

Home › Mutual Funds › Tata Mutual Fund › Tata Equity P/E Fund Direct Plan Growth

146.622 (0.278%)

NAV on November 27, 2019

Category Equity:
Value

Investment StyleBox

Large Growth

Total Assets 5,485 cr

Turnover Ratio 42.93%

Expense Ratio 0.40%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

Min Investment 5,000

Buy Now Start SIP

Fund Manager Sonam Udasi (Since over 3 years) Amey Sathe (Since over 1 year)

ISIN INF277K01ND1

Fund Family Tata

P/E Ratio 20.79

P/B Ratio 3.10

Launch Date January 01, 2013

Benchmark S&P BSE SENSEX TR INR

Financial 44.34%

Industrial 9.27%

Technology 1.93%

Basic Materials 4.46%

Consumer Cyclical 15.13%

Utilities Services 2.99%

Healthcare Services 0.00%

Energy Services 11.78%

Communication Services 2.14%

Consumer Defensive 7.98%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
JM Value Fund (Direct) - Growth Option	35.978	14.90%	127 cr	—	Above Average
Tata Equity P/E Fund Direct Plan Growth	146.622	9.85%	5,485 cr	0.40%	Average
Quantum Long Term Equity Value Fund Direct Growth	53.620	2.19%	930 cr	1.28%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
JM Value Fund (Direct) - Growth Option	35.978	14.90%	127 cr	—	Above Average
UTI Value Opportunities Fund-Growth Option-Direct	66.904	12.14%	4,461 cr	1.45%	Below Average
Tata Equity P/E Fund Direct Plan Growth	146.622	9.85%	5,485 cr	0.4%	Average
Nippon India Value Fund - Direct Plan - Growth Option	78.662	8.28%	3,152 cr	1.51%	Above Average