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.
If you had invested a Lumpsum of Rs 10,000 ago in this fund, its present value would have been Rs
Investment style Matrix
This matrix shows the investment style that the fund manager is following to manage the fund’s portfolio.
For Equity funds, the horizontal axis shows the Valuation of the fund and the vertical axis shows the market capitalization. Valuation of the fund is subdivided into Growth, Value or Blend categories. Growth stocks are those that are expected to grow at a pace that outweighs the average market growth rate. However, these stocks are not cheap and are normally available at a price higher than its intrinsic value. Value stocks are those that are available at a price lower than their intrinsic values but have the potential to unlock value in the long run. Blended style of investing is a mix of growth and value style of investing.Market capitalization is subdivided into Large cap, Midcap and Small cap.
INVESTMENT STYLE
Growth
Blend
Value
Large
Medium
Small
Competitors of Tata Equity PE Dividend Trigger B Reg-D
FUND SIZE (Rs Cr)
RATING
6 MON. RETURN(%)
1 YR. RETURN(%)
YTD. RETURN(%)
Tata Equity PE Fund Dividend Trigger Option B Regular-Dividend
Data Source: Value Research India Pvt. Ltd. Disclaimer:
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Fund Vs 
Mid Cap Vs 
