₹314.51 1.7455%
10-05-202444.64%
Min. SIP ₹100
Min. Investment ₹5000
Monthly SIP Target Amount
Net Profit ₹ 5,000
+Invested Amt. ₹ 10,000
=Total Wealth ₹ 15,000
If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be
Start SIP| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -3.23% | -1.2% | -3.03% |
| 1M | 0% | -0.71% | -3.01% |
| 3M | 4.45% | 2.46% | 0.88% |
| 6M | 25.22% | 13.87% | 13.46% |
| 1Y | 44.64% | 24.2% | 21.56% |
| 2Y | 30.58% | 19.49% | 17.4% |
| 3Y | 24.07% | 16.52% | 15.31% |
| 5Y | 19.45% | 15.85% | 15.54% |
| ALL | 18.94% | 14.2% | 13.95% |
Check out what are trolling and rolling returns of this fund ?
Check NowFund Manage - 3
Total AUM. - 10186Cr.
Fund Manage - 6
Total AUM. - 11480Cr.
Quick & Easy Steps!Enhanced security measuresInstant Access To All FeaturesEquity96.61% Others3.39%
Financial
Energy
Materials
Automobile
Capital Goods
Bharat Petroleum Corporation Ltd.
HDFC Bank Ltd.
Kotak Mahindra Bank Ltd.
Hindustan Aeronautics Ltd.
ICICI Bank Ltd.
Others
Others
Others
Check out the portfolio analysis of this fund.
Check Now3M 6M 1Yr 3Yr 5Yr
| Fund Name | Returns |
|---|
Check out the performance of the similar or peer funds
Check Now| Scheme Name | 1M | 3M | 6M | 1Y | 5Y |
|---|---|---|---|---|---|
| Tata Infrastructure Fund-Regular Plan- Growth Option | -1.16% | 9.57% | 33.45% | 60.96% | 26.41% |
| Tata Mid Cap Growth Fund-Regular Plan - IDCW Option | -0.07% | 6.15% | 20.5% | 50.17% | 23.35% |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | -0.07% | 6.15% | 20.5% | 50.17% | 23.43% |
| Tata Mid Cap Growth Fund-Regular Plan - IDCW Option | -0.07% | 6.15% | 20.5% | 50.17% | 23.35% |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | -2.45% | 0.18% | 19.19% | 48.1% | 22.69% |
| Tata Business Cycle Fund-Regular Plan-Growth | -1.4% | 4.47% | 22.54% | 47.02% | 0% |
| Tata Equity PE Fund Regular Plan -(Growth Option) | 0% | 4.45% | 25.22% | 44.64% | 19.45% |
| Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth | -4.92% | -0.88% | 15.23% | 41.57% | 0% |
| Tata Small Cap Fund-Regular Plan-Growth | 1.82% | 6.89% | 18.24% | 41.12% | 27.68% |
HDFC Small Cap Fund - Growth Option
3Y Returns28.13%
AUM 26837Cr.
HSBC Small Cap Fund - Regular Growth
Returns30.31%
AUM 13231Cr.
ITI Small Cap Fund Regular - Growth
3Y Returns21.75%
AUM 1840Cr.
Bandhan Small Cap Fund - Regular Plan - Growth
Returns27.94%
AUM 3880Cr.
SBI Small Cap Fund - Regular Plan - Growth
3Y Returns22.44%
AUM 23717Cr.
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Returns25.65%
AUM 7821Cr.
Franklin India Smaller Companies Fund-Growth
3Y Returns30.92%
AUM 11398Cr.
DSP Small Cap Fund - Regular - Growth
Returns24.63%
AUM 13095Cr.
Frequently Asked Questions
What is the current NAV of Tata Equity PE Fund Regular Plan -(Growth Option)?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Tata Equity PE Fund Regular Plan -(Growth Option) as of 10-05-2024 is 314.5050.
What is the expense ratio of Tata Equity PE Fund Regular Plan -(Growth Option)?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the benchmark of Tata Equity PE Fund Regular Plan -(Growth Option)?
Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
What is the AUM or size of Tata Equity PE Fund Regular Plan -(Growth Option)?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Tata Equity PE Fund Regular Plan -(Growth Option) is Rs 6996.04 Crs.
Is Tata Equity PE Fund Regular Plan -(Growth Option) a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
Should I invest in Tata Equity PE Fund Regular Plan -(Growth Option)?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
What are the top 5 holdings of Tata Equity PE Fund Regular Plan -(Growth Option)?
The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Materials, Automobile, Capital Goods.
How to start online SIP in Tata Equity PE Fund Regular Plan -(Growth Option)s?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
How can I redeem my investments in Tata Equity PE Fund Regular Plan -(Growth Option)?
Redeeming your investments in Tata Equity PE Fund Regular Plan -(Growth Option) is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
Who manages this fund, and what is their expertise?
Sonam Udasi, Amey Sathe, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
