Tata Equity P/E Fund - (G) Mutual fund

Tata Equity P/E Fund - (G)

Q: How to Invest in Tata Equity P/E Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Tata Equity P/E Fund good?

The Tata Equity P/E Fund has an AUM of ₹8003.86 Cr as on 4/25/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.06%. The risk is Very High against the category average of 64.55.

Q: Is Tata Equity P/E Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Tata Equity P/E Fund?

There is no lock-in period applicable on Tata Equity P/E Fund.

Q: What is the expense ratio of Tata Equity P/E Fund?

The expense ratio of Tata Equity P/E Fund is 1.67%.

Equity

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Value

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Fund Details

Current NAV

₹328.64

Expense Ratio

1.67%

Min SIP

₹100

Fund Size

₹8004Cr

Min Investment

₹5.00K

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Scheme Information Document

Exit load: On or before expiry of 12 months from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 months from the date of allotment: Nil

Fund Performance

Alpha

3.89%

Beta

0.98

Sharpe Ratio

0.7816

Risk

14.97%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Tata Equity P/E Fund - (G) FAQs

Q1. How to Invest in Tata Equity P/E Fund through Rupeezy?

Q2. Is Tata Equity P/E Fund good?

Q3. Is Tata Equity P/E Fund tax free?

Q4. What is the lock-in period of Tata Equity P/E Fund?

Q5. What is the expense ratio of Tata Equity P/E Fund?

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