Tata Value Fund - Regular Plan - Growth Option

Tata Value Fund - Regular Plan - Growth Option is a scheme launched by Tata Mutual Fund on June 29, 2004, and falls under the Value fund category. It currently manages an AUM of Rs 8,347.76 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.8% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital appreciation to its Unitholder.

• Performance:

  Tata Value Fund - Regular Plan - Growth Option trailing returns over different times are -7.54% (1 year), 18.34% (3 year) and 21.34% (5 year). The average annual return of this fund stands at 18.16%.