Tata Equity PE Fund Direct Growth-1.65%

4Groww
-12.35%
1 Year Return
Equity
Value
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Equity PE Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio0.41%
NAV139.33 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size5,208 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Equity PE Fund Direct Growth
-12.3%
8.1%
11.8%
15.3%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*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
    30
    with -12.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Housing Development Finance Corpn. Ltd.FinancialEquity9.5%
    Reliance Industries Ltd.EnergyEquity5.8%
    Tech Mahindra Ltd.TechnologyEquity4.9%
    Larsen & Toubro Ltd.ConstructionEquity4.7%
    Bajaj Auto LtdAutomobileEquity4.6%
    Mahindra & Mahindra Ltd.AutomobileEquity4.5%
    Power Grid Corporation of India Ltd.EnergyEquity4.0%
    ITC Ltd.FMCGEquity4.0%
    Muthoot Finance Ltd.FinancialEquity2.6%
    HDFC Bank Ltd.FinancialEquity2.6%
    See All

    Fund Managers

    addAmey Sathe
    Education
    Ms. Sathe is MMS & CFA
    Experience
    Prior to joining TATA Mutual Fund she has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
    Funds Managed

    Other Details

    Tata Equity PE Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Sonam Udasi is the Current Fund Manager of Tata Equity PE Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹5,208 Cr and the Latest NAV as of 08 Jul 2019 is ₹139.33.

    The Tata Equity PE Fund Direct Growth is rated 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 sold before 1 year. 10% tax post one year on returns above 1 Lac.

    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
    NA
    Website
    NA
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