The presentation covers all the details about Tata Equity PE Fund. It gives an investor a clear overview about the given Scheme. The presentation covers the the most relevant topics of Tata Equity P/E Fund that an investor wants to know before investing, like - Past Performance Analysis, Sector Allocation, Investment Strategy, Portfolio and the Fund Managers.
2. Introduction to TATA
Equity P/E Fund
• It is an open-ended scheme of
TATA Mutual Fund that follows
value style of investment.
• The fund parks the money of the
investors in the undervalued
stocks.
• Undervalued stocks are those
stocks which are available at
lower valuations but have high
potential to achieve remarkable
growth in the future.
• For this, TATA Equity P/E Fund
analyze the Price-to-Earn (P/E)
ratio of the stocks.
3. An Overview of TATA
Equity P/E Fund
• Inception Date: 29th June, 2004.
• Benchmark: S&P BSE Sensex TRI.
• AUM: Rs. 5,541 Crore (as on 31st March).
• Minimum Investment: Rs. 5000
• Minimum SIP Investment: Rs. 500
• Expense Ratio: 2.03% (as on 31st March, 2019).
• Exit Load: 1% (for redemption within 540 days, for
the units in excess of 12% of the investment).
• Return Since Launch: 19.14%.
7. About the Fund
Manager
• Mr. Sonam Udasi: He holds a degree in
B.Com and PGDM (Finance). Before
joining TATA Mutual Fund, he was
associated with several renowned firms
such as ASK Raymond James, JM
Financial AMC, Prime Securities, BRICS
Securities, etc.
• Mr. Amey Sathe: He holds a degree in
Master in Management Studies and
CFA. Prior to joining TATA Mutual Fund,
he was associated with the JM Financial
Institutional Securities Ltd. CARE
Ratings, HDFC Securities, etc.
9. Tip Before Investing in
TATA Equity P/E Fund• Long Term Investment Perspective:
Value investing yields good result
when the time horizon is more. Thus,
always maintain a long term
investment perspective while
investing.
• Be Patient: Patience is the key to
success in the mutual fund market
and particularly in value investing.
• Diversify Your Portfolio: Don't stick
to a particular style of investment.
Instead, maintain a balanced
portfolio including mutual funds that
follows growth style of investment as
well.
11. Start Investing Today for Remunerative Growth
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include Google. Mutual fund investments
are subject to market risk. Read all the scheme related documents carefully.