Tata Equity PE Fund Direct Growth

Tata Equity PE Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Sonam Udasi is the Current Fund Manager of Tata Equity PE Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,46,447 Cr and the Latest NAV as of 13 May 2024 is ₹349.73. The Tata Equity PE Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months. ;

Investment Objective

The fund seeks to provide capital appreciation by investing 70 per cent of the total assets in stocks having a trailing P/E ratio less than that of the BSE Sensex at the time of investment. ;