TATA Value Fund

The TATA Equity P/E Fund Direct Plan Growth, an equity scheme with an open-ended nature, employs a value investment strategy to target long-term capital appreciation. The fund primarily invests in equity and equity-related instruments of companies with a rolling price-to-earnings (P/E) ratio lower than that of S&P BSE Sensex. Additionally, the fund uses various qualitative and quantitative screens to select companies for investment. This approach seeks to identify undervalued opportunities in the market and benefit from their potential growth over time.

The primary investment objective of the TATA Equity P/E Fund Direct Plan Growth is to achieve income distribution and/or capital appreciation over the medium to long term. The fund primarily aims to achieve capital appreciation by investing 70% of its total assets in stocks. These stocks are selected based on a trailing P/E ratio that is lower than that of the BSE Sensex Total Return Index. In essence, the fund seeks to grow your investment by focusing on stocks with favourable valuations and potential for capital gains compared to the broader market index.

The TATA Equity P/E Fund Direct Plan Growth caters to investors with the market knowledge and a willingness to take risks for potentially high returns. It is particularly suitable for value investors aspiring for quality stocks at attractive valuations, but it's essential to be prepared for the possibility of moderate to high risk.

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