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Tata Equity P/E Fund - Direct Plan (D) - Trigger A 5%

PLAN: Direct Trigger A 5% OPTIONS: Dividend
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43.725 0.07 (0.17%)

NAV as on 17 Dec, 2014

CRISIL MF RANK

Not Ranked

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 : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 17 Dec, 2014)

Period Returns (%) Rank #
1 mth -3.0 45
3 mth 2.0 64
6 mth 14.6 47
1 year 66.8 5
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.6 31.6 2.2 - -
2013 -12.8 -6.1 -0.4 13.7 -5.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -3.0 2.0 14.6 66.8 -- -- --
Category avg -3.6 1.2 11.0 37.7 13.5 10.2 4.8
Difference of Fund returns and Category returns 0.6 0.8 3.6 29.1 -- -- --
Best of category 7.5 9.6 29.8 75.7 44.3 41.1 22.3
Worst of category -8.4 -12.9 -10.7 6.0 8.2 8.1 -8.1
Benchmark returns # -3.7 0.1 7.4 30.0 18.4 20.8 10.2
Difference of Fund returns and Benchmark returns 0.7 1.9 7.2 36.8 -- -- --
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital ppreciation to its Unitholder.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 6.41 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (Oct-16-2014) View Dividend History
Bonus N.A.
Fund Manager Atul Bhole
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load - 1% if redeemed/switched out on or before expiry of 540 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 -1.3 8.5 52.4 -- --
Franklin High Growth Cos (G) Rank 1
799.94 8.3 28.8 74.0 39.2 18.8
HDFC Equity Fund (G) Rank 3
14,114.11 -1.5 8.1 51.4 27.1 15.0
Franklin High Growth Co -Direct (G) Not Ranked
10.29 8.7 29.8 75.7 -- --
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 3.9 18.1 56.8 32.9 19.9
* 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 95.10
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.89

View All

Sector (%)
Top 3 N.A.

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