Monday, July 28, 2014

Tata Equity PE Fund - Invest Online

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Tata Equity PE Fund

 

·         Tata Equity P/E Fund follows the value-conscious style of investing.

·         With no market-cap bias, the fund invests at least 70% of the net assets in shares which, at the time of investment, have a rolling P/E ratio lower as compared with the rolling P/E ratio of the BSE Sensex

·         The current market volatility provides an opportunity to a value investor to build a portfolio of quality stocks available at a discount to its intrinsic value.

·         Tata Equity P/E Fund forms one of the ideal investment option for investors with a preference to value investing.

 

 

 

 

Fund / Benchmarks

Rating

AAUM (Rs Cr)

NAV

 

 

 

 

 

 

 

 

 

 

 

 

30-Jun-14

Rs

1 Month

2 Months

3 Months

6 Months

1 Year

2 Years

3 Years

5 Years

7 Years

10 Years

 

 

 

 

Return %

Return %

Return %

Return %

Return %

Return %

Return %

Return %

Return %

Return %

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tata Equity PE Fund - Plan A

««««

412.73

73.89

3.06

19.23

28.80

50.13

67.86

29.73

15.69

18.53

12.53

21.62

Mutual Fund Performance Report

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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