Tata Equity PE Fund – Regular Plan – AUM, NAV, Returns and more

Tata Equity PE Fund is an Open-ended, large-cap category fund launched in 2004 by Tata Asset Management Limited. The fund manager name is Sonam Udasi. The risk in this fund is average but the returns are high. In this article, we will do a detailed analysis of the Tata Equity PE Fund, we will dig deep into its AUM, NAV, Returns & more. Tata Equity PE Fund

Tata Equity PE Fund Ranking

Crisil MF Rank1of5

Background of Tata Equity PE Fund

Name of FundTata Equity PE Fund-Regular Plan
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Value Oriented
Fund ManagerSonam Udasi
Launch Date1-Jun-2004

Invest in Tata Equity PE Fund – Fill up the Form Below

    Fill Your Details Here
    1. Invest in Mutual FundOpen Demat Account

    Tata Equity PE Fund Performance

    Risk GradeAverage
    Return GradeHigh
    NAV (as on current Date)Rs. 128.94 as on Dec 14, 2018
    Net Asset (as on current date)Rs. 5021.0 crore as on Nov 30, 2018

    Fund Portfolio Characteristics

    Total Stock/Securities40
    Total Bonds
    Avg Market Cap (in cr)71246
    Portfolio P/B Ratio3.2
    Portfolio P/E Ratio21.98
    3Y Earning Growth (%)15.98

    Know about other Mutual Funds

    Dhfl Pramerica Short Maturity FundLt India Value FundSundaram Select Focus Fund Direct Plan
    Dsp Equity Opportunities FundLt Midcap FundTata Equity Pe Fund
    Dsp Midcap Fund Regular PlanLt Tax Advantage FundTata India Tax Savings Fund

    Tata Equity PE Fund Composition


    Tata Equity PE Fund Risk Analysis

    Standard Deviation16.95
    Sharpe Ratio0.5
    R Square0.58

    Tata Equity PE Fund NAV – Yearly

    52 Week High (NAV)144
    52 Week Low (NAV)121

    Get detailed analysis of other Mutual Funds

    Dsp Tax Saver FundMirae Asset Emerging Bluechip Fund Direct PlanUti Nifty Exchange Traded Fund
    Edelweiss Large Cap Fund Direct PlanMotilal Oswal Focused 25 Fund Direct PlanUti Regular Savings Fund
    Hdfc Balanced Advantage FundMotilal Oswal Long Term Equity Fund Regular PlanUti Sensex Exchange Traded Fund

    Tata Equity PE Fund Returns – Yearly


    Tata Equity PE Fund AUM


    Tata Equity PE Fund Expense Ratio


    Fund Quarterly Returns

    2018 Q1-4.740%
    2018 Q20.790%
    2018 Q3-3.720%
    2018 Q4
    2017 Q115.940%
    2017 Q24.640%
    2017 Q37.410%
    2017 Q46.960%
    2016 Q1-5.710%
    2016 Q213.650%
    2016 Q310.810%
    2016 Q4-2.150%
    2015 Q13.840%
    2015 Q2-3.590%
    2015 Q3-3.440%
    2015 Q43.770%
    2014 Q19.130%
    2014 Q232.970%
    2014 Q33.840%
    2014 Q412.520%

    Find details on other Mutual Funds

    Hdfc Capital Builder Value FundMotilal Oswal Multicap 35 FundIcici Prudential All Seasons Bond Fund
    Hdfc Hybrid Equity FundIdbi Nifty Junior Index FundIcici Prudential Bluechip Fund
    Hdfc Mid Cap Opportunities FundIdfc Core Equity Fund Direct PlanIcici Prudential Bond Fund

    Fund Weightage by Sector

    1Financial (26.37%)
    2Automobile (14.33%)
    3Energy (12.20%)
    4Construction (8.80%)
    5Technology (6.20%)
    6FMCG (5.77%)
    7Services (3.13%)
    8Engineering (2.48%)
    9Chemicals (2.25%)
    10Textiles (0.97%)

    Weightage by Securities Holding

    1HDFC (9.86%)
    2Reliance Industries (5.72%)
    3Tech Mahindra (4.89%)
    4Larsen & Toubro (4.81%)
    5Bajaj Auto (4.64%)
    6Mahindra & Mahindra (3.97%)
    7ITC (3.79%)
    8Power Grid Corporation (2.89%)
    9HDFC Bank (2.66%)
    10Grasim Industries (2.45%)

    Fund Investment Information

    AMCTata Asset Management Private Ltd
    RegistrarComputer Age Management Services Ltd.
    Minimum Investment5000
    Minimum SIP Investment150
    Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within
    540 days


    The fund seeks to provide capital appreciation by investing 70 percent of the total assets in stocks having a trailing P/E ratio less than that of the BSE Sensex at the time of investment.

    Invest in Tata Equity PE Fund– Fill up the Form Below

      Fill Your Details Here
      1. Invest in Mutual FundOpen Demat Account

      More on Mutual Funds

      Top 10 Aggressive Hybrid Funds In IndiaTop 10 Large Cap Equity Funds In India
      Top 10 Arbitrage Funds In IndiaTop 10 Liquid Funds In India
      Top 10 Conservative Funds In IndiaTop 10 Medium Duration Funds In India
      Top 10 Dividend Stocks In IndiaTop 10 Medium To Long Duration Funds In India
      Top 10 Dynamic Asset Allocation FundsTop 10 Multi Cap Equity Funds In India
      Top 10 Dynamic Bond Funds In IndiaTop 10 Mutual Funds In India
      Top 10 Elss Funds In IndiaTop 10 Sectoral Funds In India
      Top 10 Gilt Funds In IndiaTop 10 Short Duration Funds In India

      Most Read Articles:

      Top 10 Discount Brokers in India
      Top 10 Full Service Brokers in India
      Top 10 Stock Brokers in India
      Top 10 Intraday Trading Brokers in India
      Best Demat Account in India
      Stock Broker Comparison
      Top 10 Broking Franchise
      Sub Broker Franchise
      Stock Market Franchise

      Leave a Reply

      Your email address will not be published. Required fields are marked *

      19 + 6 =     

      Start your Mutual Fund Investment Now! Open an Account

      Share your details & Become Sub Broker Now!

        1. Become Sub Broker

        Offer valid for limited time.


        Share your details & Open Demat A/C Now!

          1. Open Demat Account

          Offer valid for limited time.


          Share your details & Get IPO Allotment Now!

            1. Invest in IPO

            Offer valid for limited time.


            Share your details & Invest in PMS Now!

              1. Invest in PMS / AIF / PCG

              Offer valid for limited time.