Return
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This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹8,228 Cr
Lock In Period
N/A
Expense Ratio
1.8
Benchmark
BSE Sensex
Exit Load
On or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NILOn or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 months from the date of allotment: NIL.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-04-30
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About Fund
Tata Equity P/E Fund - Growth managed by Tata Mutual Fund,is a Value Fundsscheme with Assets Under Management of ₹8,228 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 1.8. Under the expert guidance of Sonam Udasi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Tata Equity P/E Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Equity P/E Fund - Growth is 1.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Equity P/E Fund - Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Tata Equity P/E Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Equity P/E Fund - Growth is ₹8,228 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Equity P/E Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500