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Tata Equity P/E Fund-Growth

Ranked 27 out of 314 in - India over 36 months
All calculations are in INR unless stated

Managed by

Sonam Udasi

Objective

The investment objective of the fund will be to provide reasonable and regular income along with possible capital appreciation to its unitholder. Asset Allocation: - Equity and Equity Related (Companies whose rolling P/E at the time of investment is lower than the rolling P/E of the BSE SENSEX): 70 - 100%, Equity and Equity Related (Others Companies): 0 - 30%, Debt (Including Money Market): 0 - 20%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 30/04/2015 - 30/04/2018
  • Rank 27/314 Total Return
  • Rank 262/314 Standard Deviation
  • Rank 249/314 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 39.4% 15.9% 4.6% 7.4% 7.0%
2016 16.2% -5.7% 13.7% 10.8% -2.2%
2015 0.3% 3.8% -3.6% -3.4% 3.8%
2014 69.5% 9.1% 33.0% 3.8% 12.5%
2013 1.8% -9.4% -3.5% 0.4% 16.0%
2012 29.5% 19.7% -5.4% 9.2% 4.7%
2011 -23.8% -6.5% -1.7% -10.3% -7.6%
2010 16.8% 0.7% 4.5% 10.4% 0.6%
2009 103.6% -1.7% 46.5% 29.0% 9.6%
2008 -53.8% -28.9% -9.4% -9.0% -21.3%
2007 83.6% -4.5% 26.0% 17.7% 29.8%
2006 29.0% 16.9% -14.1% 15.4% 11.4%
2005 40.0% -2.3% 8.0% 28.0% 3.7%
2004 15.2% 20.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date29/06/2004
  • Share Class size20,289Mn
  • Base currencyINR
  • ISIN INF277K01451

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).