Tata Equity P/E Fund Direct Plan

The TATA Equity P/E Fund uses the P/E Ratio as one of the main parameters while stock picking. The P/E Ratio is used to measure the present price of a share relative to its current earnings per share. The TATA Equity P/E Fund seeks to provide its investors with long-term capital appreciation through a diversified portfolio of equity across market sectors. This fund is suitable for investors with long investment cycles of at least 3 years. As this is an equity mutual fund it is exposed to market volatility, therefore, investors in this fund should have a high risk appetite.
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Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 4746.05
Expense Ratio
0.96%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 49293
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
134.6373
(-0.27 %)
NAV as on 2019-01-18
Performance Info
The TATA Equity P/E Fund outperforms its category and benchmark in investment cycles longer than 3 years. The fund saw its best performance between March 2009 and March 2010. As the TATA Equity P/E Fund has outperformed its benchmark and category on a number of occasions. In 2018 the fund was able to outperform its category but could not outperform its benchmark due to volatile movements in the market.
Returns
Fund
Tata Equity P/E Fund Direct Plan
1 Year
-8.95%
3 Year
19.4%
5 Year
22.04%
AMC Details
amc launch date
Launch Date
30 Jun 1995
amc sponsor
Sponsor
NA
amc email
Email
kiran@tataamc.com
amc phone
Phone
022 - 66578282
amc address
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 18 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.
Suitability
This product is suitable for investors who are seeking
• Long Term Capital Appreciation.
• Investment (minimum 70%) in equity & equity related instruments ofcompanies whose rolling P/E is lower than rolling P/E of S&P BSE Sensex.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,845
Portfolio Value
-155
Total Returns