Tata Equity P/E Fund Regular Growth

• Alpha -4.47%
• Beta 0.93
• Sharpe Ratio0.96
• Std Deviation 14.79%
• Tracking Error 6.13%

The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital appreciation to its Unitholder.

The Tata Equity P/E Fund Regular Growth has an AUM of 8506.38 crores & has delivered CAGR of 23.49% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.78%. The minimum investment in Tata Equity P/E Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Bharat Petroleum Corp, Cash / Net Current Asset & Kotak Mahindra Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services & Electric Utilities.

Some of the similar funds are Nippon India Value Fund - Growth, Aditya Birla Sun Life Pure Value Fund Growth, HDFC Value Fund Growth, UTI Value fund Fund-Regular Plan Growth, Tata Equity P/E Fund Regular Growth. Tata Equity P/E Fund Regular Growth has a sharpe ratio of 0.96 & a standard deviation of 14.79%.