Tata Equity P/E Fund - Direct (G)

Tata Equity P/E Fund - Direct (G)

Moderately HighEquityMulti Cap
Not Rated
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Scheme Details

-%

Expense Ratio

₹7,301 cr

Fund Size

₹5,000

Minimum Lumpsum

₹1,500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
49.55%
25.24%
19.32%
18.41%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Equity P/E Fund - Direct (G)
49.55%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
93.69%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
90.71%

Holdings

Holdings
Sector Wise
ICICI Bank
8.75%
HDFC Bank
7.79%
Reliance Industr
6.3%
ITC
5.98%
Infosys
5.26%

Fund Manager

S
Sonam Udasi
A
Amey Sathe