Tata Equity P/E Fund (D) - Trigger Option A 5% NAV | Tata Mutual Fund | Tata Equity P/E Fund (D)

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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:

View Historic Graph From To

# Moneycontrol Rank within 90 Diversified Equity Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-11.6	-	-	-	-
2012	15.6	-8.9	4.6	2.2	14.8
2011	-11.5	-6.2	-14.5	-10.2	-36.6
2010	-3.8	4.1	4.2	-5.3	0.7
2009	-	-	-	-0.2	7.3

* Returns over 1 year are Annualised

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	0.6	-3.3	-2.8	13.0	0.7	2.6	5.1
Category avg	2.9	1.1	3.1	19.0	4.3	4.8	4.2
Difference of Fund returns and Category returns	-2.3	-4.4	-5.9	-6.0	-3.6	-2.2	0.9
Best of category	7.0	7.0	10.6	34.5	17.7	16.8	15.6
Worst of category	-6.7	-8.4	-12.5	-4.2	-10.8	-6.1	-13.2
Benchmark returns #	4.7	3.9	8.3	25.2	5.6	6.8	3.5
Difference of Fund returns and Benchmark returns	-4.1	-7.2	-11.1	-12.2	-4.9	-4.2	1.6

Tata Equity P/E Fund (D) - Trigger Option A 5% Review by Crisil - Rating: 2 (Rank 4 out of 5)

# Benchmark Index: S&P BSE SENSEX

Investment Objective

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

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Oct 05, 2009
Benchmark	S&P BSE SENSEX
Asset Size (Rs cr)	501.78 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.0.50 (Jan-11-2013) View Dividend History
Bonus	N.A.
Fund Manager	Bhupinder Sethi View performance of schemes managed by the Fund Manager
Notes	N.A

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.

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

Diversified Equity	Crisil Rank	Assets (Rs.cr)
Diversified Equity	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Equity Fund (G)	Rank 3	11,165.20	3.1	6.9	22.3	7.3	11.0
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	-0.9	-1.7	15.9	2.2	5.1
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	0.1	2.4	21.4	11.4	13.3
ICICI Pru Dynamic Plan (G)	Rank 2	3,850.96	-0.6	2.9	16.0	6.9	7.9
SBI Contra Fund (G)	Rank 3	2,539.41	0.9	7.4	22.9	4.1	4.5
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
ONGC	Oil & Gas	25.90	5.73
Amara Raja Batt	Automotive	20.85	4.61
Polaris Tech	Technology	20.56	4.55
ICICI Bank	Banking/Finance	20.12	4.45
Bharti Airtel	Telecom	17.53	3.88
Cairn India	Oil & Gas	17.44	3.86
OracleFinancial	Technology	16.79	3.71
Grasim	Conglomerates	15.66	3.46
Hind Zinc	Metals & Mining	14.23	3.15
Ashok Leyland	Automotive	13.84	3.06