Tata Equity P/E Fund (Equity Value MF Scheme ) completed 18 years on June 29, 2022.
This scheme has delivered a CAGR since inception of 17.46%. As we celebrate this milestone, we would like to thank you for your support and trust through this journey. We look forward to many such milestones together.
Tata Equity P/E Fund is a growth oriented value fund. The fund seeks growth within stocks identified as value stocks.
Salient features of Tata Equity P/E Fund
70% to 100% investment in Equity and Equity related - Companies whose rolling P/E at the time of investment is lower than the rolling P/E of the S&P BSE SENSEX
Up to 30% investment in other equities and up to 20% in debt (Including money market instruments).
See the value of 10,000 invested since Inception:
