Tata Equity P/E Fund

Tata Equity P/E fund is one of the average performing funds in its category. This fund is managed by Bhupinder Sethi. Bhupinder has 16 years of experience and has been managing the fund from Feb 2011. The fund’s returns have been above average for the average risk it bears. Existing investors can exit this fund and new investors can skip this fund for a better performing fund in this category.

Where does Tata Equity P/E fund invest your money?

Tata Equity P/E Fund is a multi cap fund which means your money will be invested in companies across market caps. Large cap companies tend to be stable compared to mid cap and small cap companies. Small cap and mid cap companies can give kicker returns as they turn into large cap companies. The fund allocates about 32% in mid cap stocks, 20% in small cap stocks and the remaining in large cap stocks. This fund invests in stocks with rolling P/E multiples lower than that of the BSE Sensex.

Suitable for what?
  • Creating Wealth
  • Lifestyle Needs
Not suitable for what?
  • Child's Education
  • Child's Marriage
  • Retirement planning
  • Home Purchase
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment.
Not Recommended
How has Tata Equity P/E fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in June 2004, your value of investments would be around Rs 4.06 lakhs. If you had invested Rs 1 lakh five years back it would have become Rs 1.27 lakhs. The performance has been better or similar to other mutual funds in this category. The fund has been giving at around 5% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in Tata Equity P/E fund through SIP for the past 5 years today you would have around Rs 7.6 lakhs.

What charges apply?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Tata Equity P/E Fund is 2.21%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

When to exit?

Withdraw when your goals are closer to achievement. Do not remove the money when the markets go up or down. Do not panic. Stick to your goals.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year. Tata Equity P/E Fund does not qualify for sec 80C ELSS benefits.

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