Tata Equity P/E Fund -Direct Plan Growth

Tata Equity P/E Fund -Direct Plan Growth of Tata Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

0.89

Age

NA Years

Fund Manager

Sonam Udasi

AuM (Rs Crores)

4729.7244

Asset Class

Mid-Small Cap

Net Asset Value:

133.2425

Rating

4

Exit Load

0.01

Bench Mark

S&P BSE Sensex TRI

Fund Type

Mid & Small cap

SEBI Category

Value Fund

Turnover Ratio(Monthly)

52.68%

Fund Manager Details:

Sonam Udasi B.Com, PGDM-Finance Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 25-Jan 26) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 26-June 27) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 27-Oct 28) as Head Research (Reporting to President), BRICS Securities (Nov 28-Apr 21) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 21-March 214) as Head Research (Reporting to Executive VP).

Objective:

To invest at least 7% of its net assets in shares whose trailing P/E ratios are less than that of BSE Sensex at the time of investment. The fund might also invest, to the extent of 2% of its net assets, in debt instruments including money market instruments.

Top Holdings:

  • Banks (14.5)
  • Finance (14.2)
  • Automobile (12.68)
  • Refineries (9.96)
  • IT - Software (6.89)
  • Infrastructure Developers & Operators (4.64)
  • Tobacco Products (3.67)
  • Textiles (3.41)
  • Power Generation & Distribution (3.16)
  • Entertainment (2.75)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition