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Tata Equity PE Fund
· Tata Equity P/E Fund follows the value-conscious style of investing.
· With no market-cap bias, the fund invests at least 70% of the net assets in shares which, at the time of investment, have a rolling P/E ratio lower as compared with the rolling P/E ratio of the BSE Sensex
· The current market volatility provides an opportunity to a value investor to build a portfolio of quality stocks available at a discount to its intrinsic value.
· Tata Equity P/E Fund forms one of the ideal investment option for investors with a preference to value investing.
Fund / Benchmarks | Rating | AAUM (Rs Cr) | NAV |
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| 30-Jun-14 | Rs | 1 Month | 2 Months | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 7 Years | 10 Years |
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| Return % | Return % | Return % | Return % | Return % | Return % | Return % | Return % | Return % | Return % |
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Tata Equity PE Fund - Plan A | «««« | 412.73 | 73.89 | 3.06 | 19.23 | 28.80 | 50.13 | 67.86 | 29.73 | 15.69 | 18.53 | 12.53 | 21.62 |
Mutual Fund Performance Report |
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For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
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