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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.
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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	-10.1	-	-	-	-
2012	19.9	-5.7	8.6	3.6	29.8
2011	-7.3	-2.3	-10.6	-6.3	-24.4
2010	-0.2	4.1	10.9	-1.3	15.8
2009	-3.9	44.6	28.1	-0.2	98.9
2008	-30.3	-8.9	-5.0	-22.4	-54.8

* 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	1.2	-3.3	-2.5	12.7	0.9	2.7	4.9
Category avg	3.3	1.3	3.6	19.0	4.5	5.0	4.1
Difference of Fund returns and Category returns	-2.1	-4.6	-6.1	-6.3	-3.6	-2.3	0.8
Best of category	6.8	6.9	11.5	34.4	17.9	16.9	15.4
Worst of category	-6.1	-7.9	-11.8	-3.8	-10.2	-5.6	-13.3
Benchmark returns #	4.9	4.1	8.9	24.3	5.7	6.9	3.1
Difference of Fund returns and Benchmark returns	-3.7	-7.4	-11.4	-11.6	-4.8	-4.2	1.8

Tata Equity P/E Fund (G) 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	Growth
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	N.A. 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	7.6	22.6	7.5	10.9
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	-0.4	-1.2	16.0	2.4	4.9
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	0.9	3.2	22.4	11.7	13.1
ICICI Pru Dynamic Plan (G)	Rank 2	3,850.96	-0.6	3.1	15.8	7.0	7.7
SBI Contra Fund (G)	Rank 3	2,539.41	1.2	7.8	22.6	4.2	4.3
* 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