STAY UPDATED!

We're constantly crafting offers and deals for you. Get them delivered straight to your device through website notifications.

All You Have To Do Is Click On "Allow".

Equity PE Mutual Funds

TATA Equity PE Fund

Fund Overview

Tata Equity P/E Fund follows the value-conscious style of investing. The Scheme aims to invest at least 70% of its assets in companies which, at the time of investment, have a rolling twelve month P/E ratio lower as compared with the rolling twelve month P/E ratio of the BSE Sensex. Buying good companies at an attractive P/E ratio is a good discipline, but clearly not the only anchor. The Fund uses several other qualitative and quantitative screens to buy companies. The Fund strives to “buy good stocks at cheap valuations and not “cheap” stocks”

KEY ATTRIBUTES

Tata Equity P/E Fund follows the value-conscious style of investing

The Fund strives to "buy good stocks at cheap valuations and not "cheap" stocks"

Primarily invests in companies which have a lower rolling twelve-month P/E ratio as compared to that of BSE Sensex

Who Should Invest?

  • Believing in value style of investing
  • Looking for investing in good stocks at cheap valuations and not cheap stocks
  • Ideal for core portfolio of investors

 

SCHEME DETAILS

  • Type of Scheme

    •  An open-ended equity scheme following a value investment strategy
  • Category of scheme

    •  Value Fund
  • Investment objective

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

     Regular (Routed through Distributor) & Direct Plans

    •     Growth
    •     Dividend Trigger A (5%)
    •     Dividend Trigger B (10%)

This product is suitable for investors who are seeking*:

Long Term Capital Appreciation.

Investment (minimum 70%) in equity & equity related instruments of companies whose rolling P/E is lower than rolling P/E of S&P BSE Sensex.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

*Mutual fund investments are subject to market risks, read all scheme related documents carefully

.

*Mutual fund investments are subject to market risks, read all scheme related documents carefully

Sip Investment

Frequency No. of instalments Min. Amt.
Daily / weekly / monthly 12 ₹ 150/-
monthly 6 ₹ 1000/-
Quarterly 6 ₹ 1000/-
4 Rs. 1,500/
Start an Sip

Minimum Investment Amount

Purchase ₹ 5000/-
Additional Purchase ₹ 1000/- and in multiples of ₹1/- thereafter
Redemption Amt./ Units ₹ 500/- or 50 units
*There is no minimum amount requirement in case unit holder is opting for an all units switch.
Invest Now