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Tata Equity P/E Fund Direct Plan Growth
Value
Equity
4
Last updated on 2023-01-25
3Y returns
+15.21%
₹227.97
Latest NAV
₹-3.46
1D Change
₹5323.12
AUM
Very High Risk
Risk Profile
₹150
Min SIP
₹5000
Min Lumpsum
None
Lock-in period
0.90%
Expense Ratio
1.0% before 12 Months
Exit Load
Price Chart
+6.70 1Y return
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Top Holdings
HDFC Bank Ltd
8.45%
ICICI Bank Ltd
7.36%
ITC Ltd
5.61%
Reliance Industries Ltd
5.26%
Housing Development Finance Corp Ltd
4.91%
View All
Sector Breakdown
Financial Services
40.09%
Consumer Cyclical
10.08%
Consumer Defensive
9.46%
Industrials
8.38%
Energy
7.97%
View All
Fund Manager
Sonam Udasi
Amey Sathe
Investment Objective
The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital appreciation to its Unitholder. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Download Scheme Document