Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

Tata Equity PE Fund Regular Plan - Investment Information

  • ₹354.71 (1.7455%)

    Current NAV 22-07-2024

  • 46.22%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Investment Objective

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

Basic Details

Key Information About Investing Details.

  • CategoryValue
  • Inv. PlanGrowth
  • Launched In05-Jun-04
  • BenchmarkNIFTY 500 TRI
  • Fund TypeOpen Ended
  • Fund HouseTata Mutual Fund

Investment Details

Check the Fund’s General Information

  • Fund size6996.04 Cr.
  • Min. Investment₹ 5000
  • Min. Sip Inv.₹ 100
  • Min. Addl Inv.₹ 1000
  • Expense Ratio1.81%
  • Turn over48.01%
  • Exit LoadFor units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.

Fund Managers

Details of Managers and their Experience

Amey Sathe-manager-image
Amey Sathe

Fund Manage : 4

Total AUM. : ₹11,910 Cr.

Sonam Udasi-manager-image
Sonam Udasi

Fund Manage : 6

Total AUM. : ₹12,959 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCTata Mutual Fund
  • Emailservice@tataamc.com
  • Office No022-6657 8282
  • Websitehttps://www.tatamutualfund.com
  • Address1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East, Mumbai - 400051
Is this right fund for you?


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  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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