Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout

Equity Profit from Special Opportunities
Value Fund
Category Rank
Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout
Rating
Fund
Time to Invest
Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout
NAV
74.3216
(17/06/2021)
L 52Wk H
51.26
74.95
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Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout

Equity
Value Fund
Profit from Special Opportunities
Rank Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout
Fund
NAV
74.3216
(17/06/2021)
Time to Invest
Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout
Rating
L 52Wk H
51.26
74.95
Investment Objective

To provide reasonable and regular income and/or possible capital appreciation to its Unitholder. .

Category
  • Equity - Value Fund
Benchmark
  • S&P BSE SENSEX - TRI
Returns
Absolute
1M
6.17%
3M
7.30%
6M
15.02%
Annualised
1Y
50.67%
3Y
8.31%
5Y
14.40%
Historical NAV
NAV for scheme Tata Equity P/E Fund Plan A (IDCW Trigger Option A - 5%) Payout is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout

AUM

4705.65 Cr
Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout AUM is 39% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 12% on investment and 1% for rest investment on or before 12M Nil after 12M
Lock In Period - NIL

Expense Ratio

1.97%
Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout Expense Ratio is 63% lower than other schemes in the category

Turnover Ratio

55.63%
Tata Equity P/e Fund Regular Plan - Idcw Trigger A (5%) Payout Turnover Ratio is 24% higher than other schemes in the category