Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)

Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)

Very HighEquityMulti Cap

Scheme Details

-%

Expense Ratio

₹8,681 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

33.61%

19.54%

19.68%

15.48%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

Sundaram Emerging Small Cap Series V - Dir (G)

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