Tata Equity P/E Fund - Direct (G)

Tata Equity P/E Fund - Direct (G)

Moderately HighEquityMulti Cap
Not Rated
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Scheme Details

-%

Expense Ratio

₹8,681 cr

Fund Size

₹5,000

Minimum Lumpsum

₹1,500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
34.76%
20.71%
21.6%
18.55%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Equity P/E Fund - Direct (G)
34.76%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

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