Tata Equity P/E Fund Direct Reinvestment Trigger B (10%)of Income Distribution cum Capital Withdrawa is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Amey Sathe, Sonam Udasi. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.82% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹7301 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 42.29% |
Size breakup
Tata Equity P/E Fund Direct Reinvestment Trigger B (10%)of Income Distribution cum Capital Withdrawa | Absolute Returns | CAGR Returns |
1 Month Returns | 3.02% | 3.02% |
6 Month Returns | 23.07% | 23.07% |
1 Year Returns | 37.48% | 37.48% |
3 Years Returns | 73.91% | 20.26% |
5 Years Returns | 114.82% | 16.52% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Equity P/E Fund Direct Reinvestment Trigger B (10%)of Income Distribution cum Capital Withdrawa | 1.24 | 1.11 | -0.31 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Equity P/E Fund Direct Reinvestment Trigger B (10%)of Income Distribution cum Capital Withdrawa | 0.9 | 0.87 | 0.91 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Equity P/E Fund Direct Reinvestment Trigger B (10%)of Income Distribution cum Capital Withdrawa | 2.54 | 1.06 | 0.64 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Equity P/E Fund Direct Reinvestment Trigger B (10%)of Income Distribution cum Capital Withdrawa | 10.47 | 11.97 | 17.72 |