Tata Equity Pe Fund Growth

Risk: Very High
₹ 356.07
NAV (Jul 24,2024)

The Tata Equity P/E Fund - Growth offers opportunities for growth in the Indian market. With an expense ratio of 1.81% and a PE ratio of 23.82, this fund is designed to provide investors with long-term capital appreciation. The fund's assets under management are INR 6,996.04 crore, with a minimum investment requirement of INR 5,000. Established in 2004, this fund is an attractive option for investors looking to grow their wealth in the Indian equity market.

Tata Equity Pe Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Equity Pe Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    23.82
  • P/B Ratio
    UM_URBAN_MONEY

    4.10
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.98
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.81%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 6996.04 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,273.82 (12.74%)₹ 12,309.8 (23.10%)₹ 14,701.28 (47.01%)₹ 19,867.09 (98.67%)₹ 27,806.36 (178.06%)
₹ 30,000₹ 33,821.46 (12.74%)₹ 36,929.4 (23.10%)₹ 44,103.84 (47.01%)₹ 59,601.27 (98.67%)₹ 83,419.08 (178.06%)
₹ 50,000₹ 56,369.1 (12.74%)₹ 61,549 (23.10%)₹ 73,506.4 (47.01%)₹ 99,335.45 (98.67%)₹ 1,39,031.8 (178.06%)
₹ 80,000₹ 90,190.56 (12.74%)₹ 98,478.4 (23.10%)₹ 1,17,610.24 (47.01%)₹ 1,58,936.72 (98.67%)₹ 2,22,450.88 (178.06%)
₹ 1,00,000₹ 1,12,738.2 (12.74%)₹ 1,23,098 (23.10%)₹ 1,47,012.8 (47.01%)₹ 1,98,670.9 (98.67%)₹ 2,78,063.6 (178.06%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD7.49%
  • ITC LTD4.99%
  • NTPC LTD4.85%
  • HERO MOTOCORP LTD4.78%
  • HINDUSTAN AERONAUTICS LTD4.77%
  • ICICI BANK LTD3.85%
  • COAL INDIA LTD3.66%
  • BHARAT PETROLEUM CORPORATION LTD3.54%
  • RADICO KHAITAN LTD3.48%
  • GRASIM INDUSTRIES LTD3.48%
  • PNB HOUSING FINANCE LTD2.99%
  • POWER FINANCE CORPORATION LTD2.95%
  • KOTAK MAHINDRA BANK LTD2.95%
  • GREENPANEL INDUSTRIES LTD2.93%
  • ANGEL ONE LTD2.69%
  • WIPRO LTD2.63%
  • RAYMOND LTD2.30%
  • POWER GRID CORPORATION OF INDIA LTD2.27%
  • MAHINDRA & MAHINDRA LTD2.22%
  • BAJAJ AUTO LTD2.12%
  • UTI ASSET MANAGEMENT COMPANY LTD2.08%
  • MUTHOOT FINANCE LTD1.99%
  • SUN TV NETWORK LTD1.98%
  • RELIANCE INDUSTRIES LTD1.81%
  • EXIDE INDUSTRIES LTD1.68%
  • AMARA RAJA BATTERIES LTD1.65%
  • JIO FINANCIAL SERVICES LTD1.55%
  • FEDERAL BANK LTD1.50%
  • ORACLE FINANCIALS SERVICES SOFT LTD1.23%
  • TORRENT POWER LTD1.19%
  • DR REDDYs LABORATORIES LTD1.12%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.10%
  • JUBILANT FOODWORKS LTD1.08%
  • B REPO1.08%
  • BALRAMPUR CHINI MILLS LTD1.06%
  • NATCO PHARMA LTD1.04%
  • TECH MAHINDRA LTD0.93%
  • CASH NET CURRENT ASSET0.81%
  • ESCORTS KUBOTA LTD0.80%
  • RESTAURANT BRANDS ASIA LTD0.79%
  • ENGINEERS INDIA LTD0.75%
  • CHOLAMANDALAM FINANCIAL HOLDINGS LTD0.65%
  • DCM SHRIRAM LTD0.63%
  • TIME TECHNOPLAST LTD0.38%
  • A TREPS0.21%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Value Fund - GrowthJM Value Fund - Growth

EQUITY

Very High

31.95%

HSBC Value Fund - Regular Plan - GrowthHSBC Value Fund - Regular Plan - Growth

EQUITY

Very High

28.32%

Aditya Birla Sun Life Pure Value Fund - GrowthAditya Birla Sun Life Pure Value Fund - Growth

EQUITY

Very High

25.77%

HDFC Capital Builder Value Fund - GrowthHDFC Capital Builder Value Fund - Growth

EQUITY

Very High

21.27%

LIC MF Value Fund - Regular Plan - GrowthLIC MF Value Fund - Regular Plan - Growth

EQUITY

Very High

21.25%

ICICI Prudential Value Discovery Fund - GrowthICICI Prudential Value Discovery Fund - Growth

EQUITY

Very High

21.00%

Quantum Long Term Equity Value Fund - Growth - Direct PlanQuantum Long Term Equity Value Fund - Growth - Direct Plan

EQUITY

Very High

20.99%

Bandhan Sterling Value Fund - Regular Plan - GrowthBandhan Sterling Value Fund - Regular Plan - Growth

EQUITY

Very High

19.45%

Union Value Fund - Regular Plan - GrowthUnion Value Fund - Regular Plan - Growth

EQUITY

Very High

17.18%

UTI Value Fund - Regular Plan - GrowthUTI Value Fund - Regular Plan - Growth

EQUITY

Very High

15.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Value Fund - Regular Plan - GrowthQuant Value Fund - Regular Plan - Growth

EQUITY

Very High

72.61%

Aditya Birla Sun Life Pure Value Fund - GrowthAditya Birla Sun Life Pure Value Fund - Growth

EQUITY

Very High

54.84%

HSBC Value Fund - Regular Plan - GrowthHSBC Value Fund - Regular Plan - Growth

EQUITY

Very High

48.53%

ITI Value Fund - Regular Plan - GrowthITI Value Fund - Regular Plan - Growth

EQUITY

Very High

47.72%

Bandhan Sterling Value Fund - Regular Plan - GrowthBandhan Sterling Value Fund - Regular Plan - Growth

EQUITY

Very High

40.72%

Union Value Fund - Regular Plan - GrowthUnion Value Fund - Regular Plan - Growth

EQUITY

Very High

40.56%

LIC MF Value Fund - Regular Plan - GrowthLIC MF Value Fund - Regular Plan - Growth

EQUITY

Very High

39.37%

Groww Value Fund - Regular Plan - GrowthGroww Value Fund - Regular Plan - Growth

EQUITY

Very High

39.10%

Canara Robeco Value Fund - Regular Plan - GrowthCanara Robeco Value Fund - Regular Plan - Growth

EQUITY

Very High

38.63%

DSP Value Fund - Regular Plan - GrowthDSP Value Fund - Regular Plan - Growth

EQUITY

Very High

35.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan Sterling Value Fund - Regular Plan - GrowthBandhan Sterling Value Fund - Regular Plan - Growth

EQUITY

Very High

30.36%

JM Value Fund - GrowthJM Value Fund - Growth

EQUITY

Very High

28.29%

Nippon India Value Fund - GrowthNippon India Value Fund - Growth

EQUITY

Very High

27.42%

ICICI Prudential Value Discovery Fund - GrowthICICI Prudential Value Discovery Fund - Growth

EQUITY

Very High

27.30%

HSBC Value Fund - Regular Plan - GrowthHSBC Value Fund - Regular Plan - Growth

EQUITY

Very High

26.91%

HDFC Capital Builder Value Fund - GrowthHDFC Capital Builder Value Fund - Growth

EQUITY

Very High

21.98%

Quantum Long Term Equity Value Fund - Growth - Direct PlanQuantum Long Term Equity Value Fund - Growth - Direct Plan

EQUITY

Very High

19.79%

LIC MF Value Fund - Regular Plan - GrowthLIC MF Value Fund - Regular Plan - Growth

EQUITY

Very High

18.92%

UTI Value Fund - Regular Plan - GrowthUTI Value Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

DSP Value Fund - Regular Plan - GrowthDSP Value Fund - Regular Plan - Growth

EQUITY

Very High

16.33%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Value Fund - GrowthJM Value Fund - Growth

EQUITY

Very High

24.02%

ICICI Prudential Value Discovery Fund - GrowthICICI Prudential Value Discovery Fund - Growth

EQUITY

Very High

22.65%

Union Value Fund - Regular Plan - GrowthUnion Value Fund - Regular Plan - Growth

EQUITY

Very High

22.48%

Bandhan Sterling Value Fund - Regular Plan - GrowthBandhan Sterling Value Fund - Regular Plan - Growth

EQUITY

Very High

22.00%

HSBC Value Fund - Regular Plan - GrowthHSBC Value Fund - Regular Plan - Growth

EQUITY

Very High

21.73%

HDFC Capital Builder Value Fund - GrowthHDFC Capital Builder Value Fund - Growth

EQUITY

Very High

21.18%

Templeton India Value Fund - IDCWTempleton India Value Fund - IDCW

EQUITY

Very High

20.91%

LIC MF Value Fund - Regular Plan - GrowthLIC MF Value Fund - Regular Plan - Growth

EQUITY

Very High

19.46%

Quantum Long Term Equity Value Fund - Growth - Direct PlanQuantum Long Term Equity Value Fund - Growth - Direct Plan

EQUITY

Very High

19.03%

UTI Value Fund - Regular Plan - GrowthUTI Value Fund - Regular Plan - Growth

EQUITY

Very High

18.21%

Show all Funds

Fund Managers

SU

Ms. Sonam UdasiFund Manager

AS

Mr. Amey SatheAssistant Fund Manager

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Compare with similar Funds

Tata Equity P/E Fund - Growth

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Groww Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

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Quant Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

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DSP Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

vs

ITI Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

vs

Canara Robeco Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

vs

Union Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

vs

Aditya Birla Sun Life Pure Value Fund - Growth

Tata Equity P/E Fund - Growth

vs

HSBC Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

vs

Baroda BNP Paribas Value Fund - Regular Plan - Growth

Tata Equity P/E Fund - Growth

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Nippon India Value Fund - Growth

FAQ's

What is the risk level associated with the Tata Equity P/E Fund - Growth?

The Tata Equity P/E Fund - Growth is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Tata Equity P/E Fund - Growth as of Jul 24,2024?

The current NAV of the Tata Equity P/E Fund - Growth as of Jul 24,2024 is INR 356.07.

What are the returns generated by the Tata Equity P/E Fund - Growth over the past 1, 3, and 5 years?

The Tata Equity P/E Fund - Growth has delivered impressive returns of 46.76% in the past year, 22.58% over the past 3 years, and 18.82% over the past 5 years.

What is the expense ratio associated with the Tata Equity P/E Fund - Growth?

The Tata Equity P/E Fund - Growth has an expense ratio of 1.81%, making it a cost-effective investment option.

What is the minimum investment amount required for the Tata Equity P/E Fund - Growth?

The Tata Equity P/E Fund - Growth requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the Tata Equity P/E Fund - Growth?

Yes, SIP (Systematic Investment Plan) is available for the Tata Equity P/E Fund - Growth with a minimum investment of INR 5000 per month.

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