Item: Tata Equity P/E Fund Direct Plan Growth
Rating: 3
Author: Morningstar

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

202.433 (-0.186%)

NAV on May 18, 2022

Category Equity:
Value

Investment StyleBox

Large Blend

Total Assets 4,980 cr

Turnover Ratio

Expense Ratio 0.90%

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 about 6 years) Amey Sathe (Since almost 4 years)

ISIN INF277K01ND1

Fund Family Tata

P/E Ratio 18.63

P/B Ratio 3.06

Launch Date January 01, 2013

Benchmark Nifty 500 Value 50 TR INR

Financial 33.17%

Industrial 5.73%

Technology 11.68%

Basic Materials 6.82%

Consumer Cyclical 12.79%

Utilities Services 9.39%

Healthcare Services 0.00%

Energy Services 8.72%

Communication Services 1.60%

Consumer Defensive 10.11%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Tata Equity P/E Fund Direct Plan Growth	202.433	11.54%	4,980 cr	0.90%	Below Average
Quantum Long Term Equity Value Fund Direct Growth	73.050	4.15%	857 cr	1.29%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
IDFC Sterling Value Fund Direct Plan Growth	92.280	20.30%	4,636 cr	0.85%	High
ICICI Prudential Value Discovery Fund Direct Plan Growth	265.800	18.97%	23,527 cr	1.19%	Below Average
Templeton India Value Fund Direct Growth	412.984	17.48%	652 cr	1.64%	High