Tata Equity PE Fund Direct-Growth Tata Equity PE Fund Direct-Growth Tata Equity PE Fund Direct-Growth Tata Equity PE Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! INR 5000 1
Equity Value Oriented
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
3 Yrs CAGR returns
5 Yrs CAGR returns
NAV as on 01 Apr
₹ 101.5 by -3.21 ( -3.06%)
Fund Size (Cr)
Show NAV for:
If ₹5000 invested for 1
with % annual returns
* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More
The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.
The fund seeks to provide capital appreciation by investing 70 per cent of the total assets in stocks having a trailing P/E ratio less than that of the BSE Sensex at the time of investment.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
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|Top 10 Sectors||%|
|Top 10 Sectors||%|
|Crude Oil & Natural Gas||9.12|
|Two & Three Wheelers||3.32|
|Tyres & Tubes||3.05|
|Crude Oil & Natural Gas||2.94|
About Tata Equity PE Fund
Tata Equity PE Funds is an open-ended mutual fund scheme that follows a value investment strategy and uses P/E Ratio as a parameter for selecting equity stocks for investment.
The P/E ratio or Price-to-earnings ratio, refers to the ratio of the company’s share price and its earnings per share. It fundamentally tells us what the market is willing to pay for a company’s earnings. It tells us about a particular stock’s valuation in the market. The fund invests more than 70% of its total assets in companies that have a lower 12-month PE Ratio than that of the Sensex.
Globally, value investment strategy has been recognised as one of the most successful equity investment strategies as it delivers quality returns across different market cycles.
Who Should Invest in Tata Equity PE Fund?
- Individuals who have a decent knowledge of value investment strategy, and could understand its fundamentals, should opt for this fund, as it is quite difficult to comprehend the fund manager’s stock selection if one is not acquainted with the strategy.
- Investors with long investment horizon can consider investing in this fund as the securities that the fund invests in are currently underperforming, and needs a considerable time to grow and deliver quality returns.
- Investment in these funds carry high risk, as there is a fair chance that the bets placed on undervalued stocks might not turn out as per the wishes of the fund manager. There is a possibility that these stocks might not perform well even in the long run. This is known as a ‘value trap’. Therefore, individuals investing in Tata Equity PE Fund should have a high risk appetite.
- Sometimes, for an equity stock to realise its full value might take a lot of time. This means that the investors may have to wait for years before making profits on their investment. If you have a short term investment horizon, it is better to opt for liquid funds such as Nippon India Liquid Fund or Franklin Ultra Short Bond Fund.
Will You Pay Tax?
If you withdraw or redeem the units before one year of investment, Short Term Capital Gains Tax of 15% is levied. Whereas, Long Term Capital Gains Tax above ₹1 lakh will be taxed at 10% after completion of 1 year of investment.
For instance, an investor has made a capital gain of ₹50000 on investment in Tata Equity PE Fund, Short Term Capital Gains Tax of 15% would be levied if s/he withdraws the amount within one year of investment. The payable tax would be ₹7500.
Also, if the investor has made a capital gain of ₹1.5 lakh on investment in this scheme, and withdraws the amount after 1 year of investment, Long Term Capital Gains Tax of 10% would be levied on ₹50000. ₹1Lakh is exempted from taxation. The payable tax would be ₹5000.
How to Invest in this Fund Online?
- Sign Up/Sign In to Paisabazaar.com and go to ‘Direct Mutual Funds’
- Click on the section of ‘Value Oriented Funds’
- Type and search directly by the name of Tata Equity PE Fund. Once it opens up, look at the details. You can also compare similar funds as well as use Returns Calculator to calculate the future value of your investment.
- Click on ‘Invest Now’, select either Lump sum or SIP
- Paisabazaar.com is a trusted website and no commision is charged from customers
- Hassle-free process with no paperwork
- You can compare more than 1,700 Funds at one platform instead of visiting the website of each AMC and then searching for numerous funds
- Easy to browse as Funds are segregated under Equity, Debt, Large Cap, ELSS, etc. You can further add filters of ratings, returns, fund houses.
- Important scheme details such as latest Net Asset Value (NAV), expense ratio, assets under management, etc are also available on the portal, making it easier for consumers to pick a suitable fund.
Q. What is the entry load for the fund?
A. There is no applicable entry load for the aforementioned fund.
Q. What is the exit load for this fund?
A. If an investor redeems the purchased units within 1 year of allotment of units, an exit load of 1% is payable by the investor. However, no exit load is levied for redemption of units after 1 year of purchase.
Q. What is the suggested investment horizon for Tata Equity PE Fund?
A. As the underlying equity investment of this fund takes 4-5 years to deliver significant returns , it is advisable to stay invested for at least 7 years, for substantial capital appreciation.
Q. What is value investment strategy?
A. The value investment strategy involves buying “good stocks at cheap valuations”, after thorough research and analysis of the financial market and various companies. These firms are expected to grow exponentially in the future. The underlying idea is that these firms are undervalued either due to change in economic cycle or short-term problems afflicting the business.
Q. Is there any lock-in period for investment in this fund?
A. No. Investors can redeem their investment as per their wish and needs.
Q. Which is the better mode of investment for Tata Equity PE Fund, SIP or Lump-sum investment?
A. Since the aforementioned fund is a value oriented equity fund, it is advisable to invest via Systematic Investment Plan (SIP) to average out the cost of units purchased. SIPs effectively counter the risk arising out of market fluctuations.