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Tata Equity Opportunities Fund - Plan A (D)

PLAN: Plan A OPTIONS: Dividend
32.111 0.68 (2.17%)

NAV as on 18 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Tata Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Tata Life Sciences & Technology Fund and Tata Services Industries Fund has been merged into Tata Equity Opportunities Fund with effect from September 14, 2012.
Benchmark Index:
 
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Returns (NAV as on 18 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.3 6
3 mth 4.6 12
6 mth 17.2 14
1 year 47.8 22
2 year 25.6 6
3 year 27.9 7
5 year 13.0 25

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.8 18.1 6.8 - -
2013 -5.0 2.0 -0.4 9.1 8.1
2012 13.1 -1.5 7.8 3.7 27.1
2011 -8.3 -0.3 -8.4 -8.6 -23.8
2010 -7.7 -2.7 10.4 -4.2 -6.7
2009 -5.8 33.5 25.9 -0.2 76.1

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.3 4.6 17.2 47.8 25.6 27.9 13.0
Category avg -1.8 2.4 12.4 39.9 19.1 11.5 5.5
Difference of Fund returns and Category returns 2.1 2.2 4.8 7.9 6.5 16.4 7.5
Best of category 2.2 7.5 26.0 68.5 27.5 33.8 17.5
Worst of category -3.4 -3.0 2.2 16.8 8.1 10.4 4.1
Benchmark returns # -2.9 1.1 8.9 35.3 17.9 21.9 9.9
Difference of Fund returns and Benchmark returns 3.2 3.5 8.3 12.5 7.7 6.0 3.1
Tata Equity Opportunities Fund - Plan A (D) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 200

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 emphasizing the importance of capital appreciation.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Mar 30, 1993
Benchmark S&P BSE 200
Asset Size (Rs cr) 494.89 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.20 (Mar-07-2014) View Dividend History
Bonus N.A.
Fund Manager Pradeep Gokhale / Rupesh Patel (Equity) / Nainesh Rajani
View performance of schemes managed by the Fund Manager
Notes Tata Life Sciences & Technology Fund and Tata Services Industries Fund has been merged into Tata Equity Opportunities Fund with effect from September 14, 2012.

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)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
12,276.81 2.0 9.9 47.5 25.6 14.2
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.1 10.2 48.4 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 2.8 13.1 42.0 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 2.6 12.7 41.0 24.6 16.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 2.8 13.1 42.1 25.7 17.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 97.69
Others 0.03
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.28

View All

Sector (%)
Top 3 N.A.

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