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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Close Tata Equity Management Fund has been merged with Tata Pure Equity Fund w.e.f. March 01, 2013.

Benchmark Index:

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Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	5.8	60
3 mth	3.5	45
6 mth	7.7	49
1 year	22.8	50
2 year	8.7	17
3 year	6.9	39
5 year	6.8	18

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-5.0	-	-	-	-
2012	13.6	0.4	8.5	2.8	28.6
2011	-9.4	0.2	-7.7	-5.5	-21.7
2010	1.0	3.7	13.9	-3.4	17.5
2009	-4.5	43.1	16.1	-0.2	74.3
2008	-26.4	-11.1	-2.7	-18.4	-49.5

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	5.8	3.5	7.7	22.8	8.7	6.9	6.8
Category avg	6.1	3.6	8.1	22.6	5.8	5.5	3.4
Difference of Fund returns and Category returns	-0.3	-0.1	-0.4	0.2	2.9	1.4	3.4
Best of category	8.1	7.8	16.0	34.1	11.8	11.9	14.7
Worst of category	4.3	-0.2	-2.3	7.5	-1.8	-3.7	-16.4
Benchmark returns #	8.3	4.0	10.6	26.2	5.8	6.4	3.3
Difference of Fund returns and Benchmark returns	-2.5	-0.5	-2.9	-3.4	2.9	0.5	3.5

Tata Pure Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

The investment objective of the Scheme is to provide income distribution and / or medium to long term capital gains hile at all times emphasising the importance of capital appreciation.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	May 07, 1998
Benchmark	S&P BSE SENSEX
Asset Size (Rs cr)	591.75 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.2.00 (Jul-31-2000) View Dividend History
Bonus	N.A.
Fund Manager	Pradeep Gokhale / Dinesh Dacosta View performance of schemes managed by the Fund Manager
Notes	Tata Equity Management Fund has been merged with Tata Pure Equity Fund w.e.f. March 01, 2013.

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit load - 1% if redeemed/switched out on or before expiry of 365 days from the date of allotment.

Contact Details

Regd. Office	Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No.	022 66315191/92/93
Fax No.	022 66315194
Email	kiran@tataamc.com
Website	http://www.tatamutualfund.com

Peer Comparison

Large Cap	Crisil Rank	Assets (Rs.cr)
Large Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Top 200 Fund (G)	Rank 3	11,958.80	3.9	10.6	26.1	8.0	10.3
ICICI Pru Focused Bluechip Eqty (G)	Rank 2	4,290.51	3.9	9.0	25.9	10.9	13.7
Franklin India Bluechip (G)	Rank 3	4,312.21	2.6	8.9	23.1	8.2	8.9
L&T Equity Fund (G)	Rank 4	2,395.39	3.4	6.5	20.7	6.8	8.3
DSP-BR Top 100 Equity - RP (G)	Rank 3	3,379.26	4.0	8.2	21.0	7.5	7.8
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
HDFC	Banking/Finance	51.34	7.85
ICICI Bank	Banking/Finance	48.50	7.42
HDFC Bank	Banking/Finance	46.56	7.12
ITC	Tobacco	44.40	6.79
Reliance	Oil & Gas	36.16	5.53
Infosys	Technology	34.97	5.35
Tata Motors (D)	Automotive	31.02	4.74
HCL Tech	Technology	28.16	4.31
Grasim	Conglomerates	22.59	3.45
ONGC	Oil & Gas	21.17	3.24