Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout

Equity Profit from Special Opportunities
Value Fund
Category Rank
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout
Rating
Fund
Time to Invest
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout
NAV
75.3058
(02/12/2021)
L 52Wk H
60.83
81.93
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Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout

Equity
Value Fund
Profit from Special Opportunities
Rank Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout
Fund
NAV
75.3058
(02/12/2021)
Time to Invest
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout
Rating
L 52Wk H
60.83
81.93
Investment Objective

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

Category
  • Equity - Value Fund
Benchmark
  • NIFTY 500 - TRI
Returns
Absolute
1M
-2.42%
3M
3.53%
6M
14.47%
Annualised
1Y
33.46%
3Y
15.13%
5Y
14.46%
Historical NAV
NAV for scheme Tata Equity P/E Fund Plan A (IDCW Trigger Option B - 10%)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 B (10%) Payout

AUM

5167.63 Cr
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout AUM is 44% 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

1.96%
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout Expense Ratio is 62% lower than other schemes in the category

Turnover Ratio

44.97%
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Payout Turnover Ratio is 12% lower than other schemes in the category