Tata Asset Management Limited

Tata Equity P/E Fund Regular Plan -(Growth Option)

EquityValue Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return4.3%
  • 3 yr return14.2%
  • 5 yr return8.3%
  • Expense Ratio1.94%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees5323.1
  • NAVRupees205.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Provide Reasonable And Regular Income And/Or Possible Capital Appreciation To Its Unitholder.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HDFC BANK LTD 8.4
  • ICICI BANK LTD 7.3
  • ITC LTD 5.6
  • RELIANCE INDUSTRIES LTD 5.2
  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD 4.9
  • AXIS BANK LTD 4.7
  • REPO 4.5
  • HINDUSTAN AERONAUTICS LTD 4.1
  • POWER GRID CORPORATION OF INDIA LTD 3.8
  • ACC LTD 3.2
  • GRASIM INDUSTRIES LTD 3.1
  • Sectors %
  • Banks26.8
  • Finance8.8
  • Automobiles6.7
  • Power6.3
  • Cement6.3

Fund House