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.

1. TATA Equity P/E Fund
Best Mutual Fund for Value
Investing

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%.

4. Portfolio Analysis
• TATA Equity P/E Fund invests
96.55% of the assets in the equity
market and the remaining 3.71% of
the assets is diversified in the debt &
money market instruments.
• In the equity market, the fund
allocates 65.81% of the assets in the
large cap companies, 26.02% in the
mid caps, and 8.18% of the equity
shares in the small cap companies.

5. Sector Allocation
• Financial Sector holds the
maximum percentage of asset
allocation with HDFC being the top
holder.
• TATA Equity P/E Fund also
ploughs the money in the top
performing sectors of Indian
Economy such as, Energy,
Automobile, Construction,
Technology, etc.

6. Past Performance
• The fund was launched with an
aim to provide long term capital
appreciation to the investors and
by far the mutual fund has
managed to achieve the goal.
• The fund has provided exceptional
gains in the past and have
outperformed its benchmark and
category's average by a huge
margin.
Annualized
Returns
5-Year 7-Year 10-Year
TATA Equity P/E
Fund
18.24% 17.04% 18.67%
Benchmark 13.03% 14.15% 14.80%
Category's
Average
15.51% 15.62% 17.73%

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.

8. Who Should Invest?
• High Risk Takers: TATA Equity
P/E Fund is suitable for the
investors who are willing to take
high risk in the mutual fund
market.
• Investors With Long
Investment Tenure: Investors
who are willing to park their cash
for a longer period of time should
invest their money in this mutual
fund.
• Investors in Search for Higher
Returns: Value investing has more
tendency to yield better returns in
the long term than the growth style
of investment. Thus, if an investor
is willing to expose his corpus
towards risk then he should invest

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.

10. Conclusion
Summing up all, TATA Equity P/E
Fund is one of the best value­
oriented funds in the finance
market that can help an investor in
achieving his financial goals early.
The scheme has a glorious past
record with exceptional high
returns. Thus, if you are an
investor who can take high risk in
search of good returns then you
should consider including this
mutual fund in your portfolio.
Happy Investment!

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.