Tata Equity P/E Fund (D) - Trigger Option B 10% NAV | Tata Mutual Fund | Tata Equity P/E Fund (D)

MARKET RADAR

SENSEX NIFTY Refresh

You are here : Moneycontrol > Mutual Funds > Diversified Equity > Tata Mutual Fund > Tata Equity P/E Fund (D) - Trigger Option B 10%

SNAPSHOT

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	-12.5	-	-	-	-
2012	11.5	-11.8	4.7	0.8	6.0
2011	-7.3	-9.9	-10.6	-6.3	-30.3
2010	-7.1	4.1	6.9	-9.0	-4.3
2009	-4.0	44.5	28.2	-0.2	98.8
2008	-31.4	-8.9	-5.0	-21.5	-54.9

* 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	3.3	-2.6	-1.0	14.0	1.1	2.3	5.0
Category avg	5.4	1.9	5.4	20.0	4.7	4.5	4.1
Difference of Fund returns and Category returns	-2.1	-4.5	-6.4	-6.0	-3.6	-2.2	0.9
Best of category	8.7	7.2	14.7	35.4	18.2	15.8	15.4
Worst of category	-3.7	-7.3	-11.4	-2.6	-9.9	-6.1	-13.1
Benchmark returns #	8.3	4.0	10.6	26.2	5.8	6.4	3.3
Difference of Fund returns and Benchmark returns	-5.0	-6.6	-11.6	-12.2	-4.7	-4.1	1.7

Tata Equity P/E Fund (D) - Trigger Option B 10% 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	Jun 15, 2004
Benchmark	S&P BSE SENSEX
Asset Size (Rs cr)	501.78 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.0.80 (Jan-28-2013) 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	3.5	9.6	24.1	7.2	11.1
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	0.8	0.8	17.5	2.2	5.1
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	2.5	5.7	24.8	11.3	13.3
ICICI Pru Dynamic Plan (G)	Rank 2	3,850.96	-0.1	3.6	15.5	6.5	7.7
SBI Contra Fund (G)	Rank 3	2,539.41	1.3	8.9	22.1	3.5	4.2
* 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