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Asset Size:5485Cr
Expense Ratio:1.89%
Fund Manager(s):Sonam Udasi,
5year Returns:10.67%

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Tata Equity P-E Fund Regular Growth

Tata       

Equity
Value

Nav : 136.6977 ( -0.03%) November 15th, 2019

People currently viewing this : 1

Rank (of 245)

33

Annualized Returns(5 yrs)

10.67%

Investment Horizon

>5 Yr

Doubled Money

6yrs 11m

Returns since June 29th, 2004

18.54%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

60.2L

Projected Maturity Amount

1.2Cr

Tata     

Equity
Value

Nav : 136.6977 ( -0.03%) November 15th, 2019

People currently viewing this : 1

Upwardly's Take :

This fund invests in companies which are relatively cheaper in the market and hence of higher value.

Ideal for medium-term to long term goals. Invest in this funds to build wealth for the long term.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

60.2L

Projected Maturity Amount

1.2Cr

Rank (of 245)

33

Annualized Returns(5 yrs)

10.67%

Investment Horizon

>5 Yr

Doubled Money

6yrs 11m

Returns since June 29th, 2004

18.54%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Basic Details
Fund House
Tata
Launch Date
June 29th, 2004
Expense Ratio
1.89%
Fund Category Risk
High
Std Dev (1Yr)
12.355
Std Dev (3Yr)
13.683
Std Dev (5Yr)
15.356
Asset Size
5485Cr
Investment Details
Investment Plan
Growth
Return since Launch
18.54 %
Exit Load
1% if withdrawn within 18 Month(s)
No exit load if withdrawn after 18 Month(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 6657 8282