3 Year return
23.56%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹8681.31 Cr.
Expense Ratio
0.8% (inclusive of GST)
Exit Load
On or before expiry of 12 months from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 months from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
SU
Sonam Udasi
Fund Manager since Apr 2016
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HSBC Value Fund Direct Growth |
26.85% |
0 |
HSBC Value Fund |
26.85% |
0 |
Bandhan Sterling Value Fund |
22.19% |
4 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About the TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment
The TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment fund is an equity mutual fund scheme that invests in a diversified portfolio of stocks of large-cap companies. It is offered by TATA Mutual Fund.
Investment Objectives of the Scheme
The investment objective of the TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment fund is to generate long-term capital appreciation by investing in stocks of companies with high earnings growth potential.
Key Features of The Fund
5-year return | 22.56% |
Expense Ratio | 0.8% |
Fund Manager | Sonam Udasi |
Fund Size | ₹8681.31 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment fund is suitable for investors who are looking for long-term growth and who are comfortable with the risk of moderate losses. The fund is also suitable for investors who are looking for exposure to a diversified portfolio of large-cap stocks. Here are some factors to consider when deciding if this scheme is right for you: Your investment goals and time horizon: The TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment fund is a long-term investment fund. This means that it is best suited for investors who are looking to invest for at least 5 years. If you are looking to invest for a shorter period of time, or if you are not comfortable with the risk of moderate losses, then this fund may not be a good fit for you. Your risk tolerance: Large-cap growth funds are generally considered to be more risky than large-cap value funds, but they can also offer the potential for higher returns. If you are not comfortable with the risk of moderate losses, then you may want to consider a different type of fund, such as a large-cap value fund. Your investment experience: If you are new to investing, you may want to consider investing in a fund with a low expense ratio and a proven track record. The TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment fund has a low expense ratio but it has not been around for a long time, so it is difficult to say what its long-term track record will be. However, it is important to do your own research before investing in any Mutual Funds.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment?
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What is the minimum SIP amount to invest in TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment?
How do I invest in TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.