Tata Equity PE Fund

Mutual Fund

By Rajendra Sep 21, 2022 image source -Unsplash Scheme Analysis

Tata Equity PE Fund

Thick Brush Stroke Value Jun 29, 2004 Nifty 500 Scribbled Arrow

Mandate- 70% Stocks with 12-month Trailing P/E less than that of BSE Sensex on day-to-day basis

Value Stocks- Stocks under temporary concerns, idea is to buy “Value” excepting it to become “Valuable”

Factor for Selection – Sectoral opportunities, market leaders, return profile, capital efficiency, liquidity

Top 5 Holding

ICICI Bank HDFC Bank HDFC ITC Reliance 9.47 7.76 5.50 5.45 4.93 Total - 33.11

Seeks growth within stocks identified as value, stock excepted to grow but price cheap currently

Financial Service

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Aug. 2022 1 Year 3 Year 58 Month 12,757 48,695 85,439 11.98% 20.68% 14.13% Monthly SIP of 1,000

Scheme Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Aug. 2022 1 Year 3 Year 5 Year 8.46% 17.22% 9.59%

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Mutual Fund

tata equity pe fund