Complete Information on Tata Equity PE Fund

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TATA Equity P/E Fund

• Best Mutual Fund for Value Investing

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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.

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An Overview of TATA Equity P/E Fund

• Inception Date 29th June, 2004.
• Benchmark SP 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.

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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.

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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.

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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.

Annualized Returns 5-Year 7-Year 10-Year
TATA Equity P/E Fund 18.24 17.04 18.67
Benchmark 13.03 14.15 14.80
Category's Average 15.51 15.62 17.73
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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.

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Who Should Invest?

• 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.

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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.

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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!
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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.