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

Equity Profit from Special Opportunities
Value Fund
Category Rank
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Reinvestment
Rating
Fund
Time to Invest
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Reinvestment
NAV
83.8867
(26/05/2023)
L 52Wk H
67.00
83.56
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Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Reinvestment

Equity
Value Fund
Profit from Special Opportunities
Rank Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Reinvestment
Fund
NAV
83.8867
(26/05/2023)
Time to Invest
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Reinvestment
Rating
L 52Wk H
67.00
83.56
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
4.50%
3M
8.48%
6M
3.50%
Annualised
1Y
19.78%
3Y
27.22%
5Y
9.84%
Historical NAV
NAV for scheme TATA Equity P/E Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option-Option B(10%) 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%) Reinvestment

AUM

5359.60 Cr
Tata Equity P/e Fund Regular Plan - Idcw Trigger B (10%) Reinvestment 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

1.88%

Turnover Ratio

46.21%