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Tata Equity P/E Fund - A Brief Overview

Start Investing in Tata Equity PE Fund Online through MySIPonline. Before investing have a look on this presentation as it covers the most relevant topics of Tata Equity P/E Fund like its Performance, Portfolio, Sector Allocation, Fund Managers.

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Tata Equity P/E Fund - A Brief Overview

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  1. TATA Equity P/E Fund Best Mutual Fund for Value Investing

  2. Introduction to TATA Equity P/E Fund • It is an open-ended scheme of TATA Mutual Fund that follows value style of investment. • The fund parks the money of the investors in the undervalued stocks. • Undervalued stocks are those stocks which are available at lower valuations but have high potential to achieve remarkable growth in the future. • For this, TATA Equity P/E Fund analyze the Price-to-Earn (P/E) ratio of the stocks.

  3. An Overview of TATA Equity P/E Fund • Inception Date: 29th June, 2004. • Benchmark: S&P BSE Sensex TRI. • AUM: Rs. 5,541 Crore (as on 31st March). • Minimum Investment: Rs. 5000 • Minimum SIP Investment: Rs. 500 • Expense Ratio: 2.03% (as on 31st March, 2019). • Exit Load: 1% (for redemption within 540 days, for the units in excess of 12% of the investment). • Return Since Launch: 19.14%.

  4. Portfolio Analysis • TATA Equity P/E Fund invests 96.55% of the assets in the equity market and the remaining 3.71% of the assets is diversified in the debt & money market instruments. • In the equity market, the fund allocates 65.81% of the assets in the large cap companies, 26.02% in the mid caps, and 8.18% of the equity shares in the small cap companies.

  5. Sector Allocation • Financial Sector holds the maximum percentage of asset allocation with HDFC being the top holder. • TATA Equity P/E Fund also ploughs the money in the top performing sectors of Indian Economy such as, Energy, Automobile, Construction, Technology, etc.

  6. Past Performance • The fund was launched with an aim to provide long term capital appreciation to the investors and by far the mutual fund has managed to achieve the goal. • The fund has provided exceptional gains in the past and have outperformed its benchmark and category's average by a huge margin.

  7. About the Fund Manager • Mr. Sonam Udasi: He holds a degree in B.Com and PGDM (Finance). Before joining TATA Mutual Fund, he was associated with several renowned firms such as ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities, etc. • Mr. Amey Sathe: He holds a degree in Master in Management Studies and CFA. Prior to joining TATA Mutual Fund, he was associated with the JM Financial Institutional Securities Ltd. CARE Ratings, HDFC Securities, etc.

  8. High Risk Takers: TATA Equity P/E Fund is suitable for the investors who are willing to take high risk in the mutual fund market. • Investors With Long Investment Tenure: Investors who are willing to park their cash for a longer period of time should invest their money in this mutual fund. • Investors in Search for Higher Returns: Value investing has more tendency to yield better returns in the long term than the growth style of investment. Thus, if an investor is willing to expose his corpus towards risk then he should invest in this value oriented fund of Tata Mutual Fund. Who Should Invest?

  9. Tip Before Investing in TATA Equity P/E Fund • Long Term Investment Perspective: Value investing yields good result when the time horizon is more. Thus, always maintain a long term investment perspective while investing. • Be Patient: Patience is the key to success in the mutual fund market and particularly in value investing. • Diversify Your Portfolio: Don't stick to a particular style of investment. Instead, maintain a balanced portfolio including mutual funds that follows growth style of investment as well.

  10. Conclusion Summing up all, TATA Equity P/E Fund is one of the best value-oriented funds in the finance market that can help an investor in achieving his financial goals early. The scheme has a glorious past record with exceptional high returns. Thus, if you are an investor who can take high risk in search of good returns then you should consider including this mutual fund in your portfolio. Happy Investment!

  11. Start Investing Today for Remunerative Growth Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include Google. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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