3 Year return
26.97%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹8483.97 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:
15% tax on gains
Withdrawal after 1 year:
10% tax on gains above ₹1 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
SU
Sonam Udasi
Fund Manager since Apr 2016
Fund House Details
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Value Fund Direct IDCW Payout |
32.06% |
0 |
HSBC Value Fund Direct IDCW Payout |
28.27% |
0 |
Bandhan Sterling Value Fund Direct Plan IDCW Payout |
25.02% |
4 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
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 | 24.07% |
Expense Ratio | 0.8% |
Fund Manager | Sonam Udasi |
Fund Size | ₹8483.97 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 are the returns of TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment since inception?
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.