Tata Equity P/E Fund(G)

138.75 -1.57 (-1.12%) NAV as on 18-May-18
Fund Family:Tata Mutual Fund
Fund Class:Large-cap
52-Week High ( ) 144.73 (23-Jan-18)
52-Week Low ( ) 119.29 (24-May-17)
Type Open ended scheme
Launch Date 29-Jun-04
Net Assets ( Cr ) 3519.81
Max Entry Load (%) 0.00
Max Exit Load (%) 0.00
Minimum Investment ( ) 5000

PERFORMANCE

Returns 6M (%) 1Y (%) 3Y (%) Since INC.
Scheme Return2.9312.7116.4020.84
Category Avg3.4313.209.2112.73
Category Best11.7530.3818.1027.98
Category Worst-3.463.541.93-3.60
SENSEX4.5214.507.97-
NIFTY3.0412.388.16-

Performance GRAPH

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Portfolio Summary

Name of Holding Instrument Hold (%)
HOUSING DEVELOPMENT FINANCE LTDDomestic Equities9
YES BANK LTDDomestic Equities8.23
RELIANCE INDUSTRIES LTDDomestic Equities6.68
BAJAJ AUTO LTDDomestic Equities4.04
POWER GRID CORPORATION OF INDIA LTDDomestic Equities3.94
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INvestment Pattern Details

Type Minimum Maximum
Equity & Equity related – Companies whose rolling P/E at the time of investment is lower than the rolling P/E of the BSE SENSEX70100
Other equities or in debt instruments030
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Return Calculator

MARKET STATS As on 18/05/2018 As on 18/05/2018

10596.40 (-0.81) 34848.30 (-0.86)

TOP GAINERS

Company Price Change Gain (%)
Proseed India0.100.05100.00
Raj Rayon Industries0.250.0525.00

TOP LOSERS

Company Price Change Loss (%)
Strides Shasun387.05-116.00-23.06
MVL0.30-0.05-14.29

Portfolio Comparison

MUTUAL FUND ACTIVITY