Tata Equity P/E Fund-(IDCW-Trigger-Opt B-10%)

Tata Equity P/E Fund-(IDCW-Trigger-Opt B-10%)

Very HighEquityMulti Cap
Not Rated
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Scheme Details

-%

Expense Ratio

₹8,681 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
27.03%
22%
19.62%
18.75%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Equity P/E Fund-(IDCW-Trigger-Opt B-10%)
27.03%
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)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

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