Tata Equity Opportunities Fund: Enhancing Capital Worth

Tata Equity Opportunities Fund, which was launched in 1993, aims to take advantage of the potential capital appreciation opportunities in the market. It is a diversified equity plan which undertakes in-depth and rigorous research to identify the best opportunities in the equity market. After going through the analysis, it grabs the best available alternative to investing the hard-earned money of the investors. The entire investment of this programme is based on the available opportunity in the market whether they be in the small-, medium- or large-cap companies. Thus, it is one of the most actively managed and dynamic investment plans designed by Tata Mutual Fund.

By following the bottom-up approach of stock picking, Tata Equity Opportunities Fund online focuses on building a productive portfolio. Being an open-ended scheme, it offers great flexibility to the investors. Moreover, the investors get the option to invest via SIP or lumpsum mode as per their convenience. Hence, it is quite beneficial to invest in this plan for growing money over time. Here we have provided a synopsis of this plan to help you gain knowledge about the same.

Tata Equity Opportunities Fund(G): Investment Details

The primary objective of this programme is to generate capital appreciation and provide long-term growth of capital by investing the funds in a portfolio which constitutes equity and equity-related securities. Moreover, the secondary aim of this plan is to generate regular returns by investing money in debt instruments providing financial stability. The scheme is flexible enough to invest in a wide range of companies with the aim to maximise the overall returns along with minimised risk.

Tata Equity Opportunities Fund’s NAV amounted to Rs.157.467 as on January 09, 2017. This shows the per unit value of the programme in the market as on that day. There is no entry load in this scheme, and the exit load depends on the redemption. If the funds are redeemed or switched within 365 days of allotment, then 1 percent exit load is applicable. The minimum investment amount is Rs.5000 only, and for SIP it is Rs.500 respectively. The assets are allotted in accordance with the range as specified in the scheme information document(SID), i.e., 65% to 100% in equity securities while up to 35% in the debt instruments.

Tata Equity Opportunities Plan: Performance Review

Although the past returns are not considered to be the criterion for selecting a fund for the portfolio, it must be reviewed for the purpose of knowing its potential to generate expected returns. Thus, here you will get to know the exact values of the returns offered by this mutual fund investment plan until now.

The return since inception is 12.28%, while the absolute returns of this programme for past four years, i.e., 2012, 2013, 2014, and 2015 are 33.9%, 8.1%, 48.4% and 6.1%, respectively. The annualised returns for the same in the case of three- and five-year investment horizon are 18.40 and 18.30 percent respectively. This depicts the overall past track record has been appreciable and remarkable as compared to the benchmark, i.e., S&P BSE 200 and its category, i.e., Diversified Equity. Moreover, it is ranked third in its category as well, as per the rating allotted by CRISIL for the quarter which ended in September 2016.

Tata Equity Opportunities Growth Plan: Portfolio Analysis

With an asset size of Rs.1,183 crore as on December 31, 2016, it has diversified the funds in equities, i.e., 94.23 percent and cash or call instruments, i.e., 5.76 percent of the total assets. The average market capital which depicts its total market possession amounts to Rs.46,454.36 crore which is higher than its category’s market cap. The allotment of funds which is well evaluated with the sector allocation graph depicts the majority of the funds have been invested in the financial, construction, automobile, energy, healthcare and service industries. The top holdings of this programme includes the most renowned and top-growing corporates which are :

  • HDFC Bank
  • ITC
  • Tata Motors
  • ICICI Bank
  • Maruti Suzuki India
  • Power Grid Corporation
  • Yes Bank

Hence, it can be concluded here that Tata Equity Opportunities Fund(Growth) can yield the expected returns to the investors over time. Our fund analysts have well evaluated this programme, and they recommend the same to the investors for gaining huge capital growth along with financial stability. You must consider this plan for your portfolio under large cap mutual funds category to gain superior profits and productivity in the portfolio and also in addition with the help of mutual fund investment calculator you can easily calculate your returns.

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