Tata Equity P/E Fund: Your Investment, Our Advice!

Mutual funds, nowadays, have been seeking the attention of almost every individual who is wary and deliberate about increasing his monetary worth in future. To do so, they rush to financial advisors and enquire about which is the best fund for making an investment. After seeing this scene in the picture, experts from MySIPonline would like to suggest that when thinking of investing in a fund, one must look for which fund category to invest in rather than hunting for the best fund. Because each category has its own advantages and disadvantages that can reflect on the portfolio, one must glean the right league. For example, whilst large-cap funds put a lock on the stability of a portfolio with low risks, small and mid-cap funds work on providing high potential returns on the investments given that one is willing to sail the boat encompassing high risk. And conglomerate of these types is known as the multicap fund. They are diversified funds yielding high returns and are moderately risky as compared to other funds. One of the top performing multicap funds provided by Tata Mutual Fund is Tata Equity P/E Fund. Let’s have an inside look at this fund.

What Is Tata Equity P/E Fund Regular plan?

It is an open-ended equity scheme with an objective of providing reasonable and regular capital appreciation on investments done over a longer period.  Minimum 70% investment is done in equity and equity-related securities. This fund works by identifying the companies having great potential and undervalued stocks i.e., those who have the present P/E ratio (ratio of the market price of a share to earnings per share) lesser than the benchmark and investing in them.

Essential Facts About the Fund: 

• The Tata Equity P/E Fund Regular Plan G was introduced on June 29, 2004 for the first time.
• The Tata Equity P/E Fund Growth NAV is Rs.139.41 as on February 12, 2018.
• Fund Manager of this fund is an experienced field expert, Mr. Sonam Udasi, who manages the fund’s performance. .
• Entry load is NIL and exit load of 1% is charged on redemption on or before expiry of 365 days.

Tata Equity P/E Fund Regular Plan’s Performance:

The benchmark which is used to compare the fund’s performance in the market is S&P BSE 500. The difference in percentage returns can be evaluated by the given table:

Since inception, the fund has given 21.76% return whereas scheme benchmark return is 15.52%. Also, from the table, it can be seen that the fund has given better returns than the benchmark.

Funds Allocation Towards Various Sectors:

Advantages of Investing in Tata Equity P/E Fund:

1. This fund is actively managed diversified open ended equity fund.
2. It predominantly invests in the companies that are undervalued and have less P/E ratio as compared to the S&P BSE benchmark, so that companies can provide higher returns as they grow in future, which is known as value investing.
3. Ideal for investors who can take moderate to high risks in order to gain good returns over a longer period of time.

MySIPonline administers the customers with the best guidance about investments. Whenever in doubt as for where to invest, how to invest, which type of fund to choose, how to evaluate risk factor etc., just visit our official site to connect with us and get solutions to all your problems.