|Fund Type||Open Ended|
|Benchmark||S&P BSE Sensex|
|Asset Size(Cr)||5541.04 (As on Mar 31, 2019)|
|Fund Manager||Sonam Udasi , Amey Sathe|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 540 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|IDFC Sterling Value Fund (G)||131.18%||51.15%||29.61%|
|Kotak India EQ Contra Fund (G)||7.26%||16.41%||14.38%|
|Invesco India Contra Fund (G)||1.53%||16.17%||19.17%|
|HDFC Capital Builder Value Fund (G)||2.67%||15.05%||16.16%|
|Reliance Value Fund (G)||0.96%||13.8%||16.29%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
If you are looking for reasonable and regular income along with possible capital appreciation, the Tata Equity P/E Fund is for you. Being an open-ended equity scheme by Tata Mutual Fund, this fund holds 70% to 100% of the total investments in the equity and equity-related securities of those companies whose rolling P/E ratio at the time of investment is less than the rolling P/E of the BSE SENSEX. Apart from that, it invests up to 30% of the capital in the debt instruments for the purpose of earning stable returns and maintain a balance in the portfolio. Tata Equity PE Fund buys the companies at an attractive P/E ration which is an impressive discipline, but apart from this, it also focuses on various elements of the companies. By considering various qualitative and quantitative measures to screen the corporates, it strives to buy a good stock and reasonable valuations rather than buying the cheap stocks.
As per the Risk-o-Meter, this scheme has moderately higher risk element due to which it is suitable for the investors who are willing to take a bit higher level of risk on their investments. If you are among those who believe in value style investing and looking for good stocks at reasonable valuations and not the cheap stocks, then this scheme is for you. It has nil entry load, however, it charges an exit load of 1% if the funds are redeemed within 365 days of investment. The minimum amount to be invested for a lump sum buy is Rs 5000; while for starting an SIP, one can initiate with just Rs 500 a month.
The investment objective of Tata Equity P/E Regular Plan (G) is to provide reasonable and regular income while appreciating the investment worth of wealth creation in the long run. The NAV (net asset value) of the fund amounts to Rs 139.403, which shows the per unit price of the fund to buy as on February 14th, 2018.
With the asset under management amounting to Rs 2,713 crore as on January 31st, 2018, the fund holds 95.58% of the capital in the equity asset class of companies having high-growth potential. The remaining assets of the scheme are being invested in the debt instruments which provide stability in the returns and balances the portfolio. It has the majority of the assets being put in the financial, automobile, energy, services, construction, and engineering. The top holdings of the scheme include Yes Bank, Power Grid Corporation, Reliance Industries, Zee Entertainment, HDFC, Larsen & Toubro, and Finolex Cables. These are among the high-yielding entities in their respective industries and capable of generating higher profits on the investment.
Ranked ‘First’ in the diversified fund category by CRISIL for the quarter ended in December 2017, the scheme holds a reputed position in the market. The scheme’s performance is well-evaluated by its absolute annual returns which have reached up to 69.1% in the year 2014. In the past two years, i.e., 2016 & 2017 the absolute annual returns were 15.3% and 39.3%, respectively which shows the potential of the scheme to yield exceptional profits. The annualised returns for the three- and five-year investments are 15.5% and 23.3% which are much more than the set benchmark. Accordingly, it is evidenced by the fund’s performance that it is an appreciative fund to buy for wealth generation in a planned manner.Should You Buy?
Tata Equity PE Regular Growth Plan is for the investors having a considerably high-risk appetite and are willing to invest their monies for a longer tenure. So if you wish to hold good valued companies in your portfolio to make the most of the diversified sectors of the market, then you must park your money in this scheme. It will help you reach your goals successfully. Also you can check their returns for the investment amount using our SIP Calculator.
If you feel that Tata Equity PE Fund is an apt one for you, then you must buy it right away through our online platform which will provide you with a high degree of convenience. You would be able to track your mutual fund investments appropriately and can make a wise decision through our assistance in no less time for achieving your desired goals. So get, set, & go. Start now!
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