e.g. Tata motors, Reliance MF, 500570

Tata Equity Management Fund - Growth

Equity Multi Cap No Data Available

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹126.7024 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity & equity related instruments and the secondary objective is to generate consistent returns by investing in debt and money market securities.

AMC

Tata Asset Management Ltd.

Fund Details

Launch Date

July 7, 2006

Fund Manager

Mr. Atul Bhole

Initial Price

10

AUM Fund

126.7024 Cr

Min investment

Rs 5000

Expense Ratio

2.37%

SIP Minimum Investment

Monthly - Minimum Number of Installments 12 if the amount Rs. 500/- each and in multiples of Re.1/- or 6 if the amount is Rs. 1,000/- each & in multiples of Re.1/-.Quarterly - Minimum Number of Installments 6 if the amount Rs. 1,000/- each and in multiples of Re.1/- or 4 if the amount is Rs. 1,500/- each & in multiples of Re.1/-.

Exit Load

1.00 % of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
64.50% 78.34% ₹3049.11
64.42% 78.48% ₹3049.11
62.72% 73.09% ₹3049.11
62.58% 72.95% ₹3049.11
56.50% 174.60% ₹721.53

Holdings

Sector Allocation

Pharmaceuticals and health care 13.04%
Finance 15.24%
Banks 11.51%
Information Technology 8.87%
Miscellaneous 12.77%
Tobacco 5.82%
Auto 5.02%
Petrochemicals 4.58%
Service 3.91%
Cement 3.44%
Petroleum 3.28%
Metals - Non Ferrous 2.73%
Telecommunications 2.09%
Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex, Bandra East, Mumbai Maharashtra India 400051
Phone
+91 22 66578282
Fax
+91 22 22613782
Launch Date
July 7, 2006
Custodian
Deutsche Bank; HDFC Bank; Standard Chartered Bank; ICICI Bank; Orbis Financial Corporation Ltd
Registrar & Transfer Agent
CAMS Ltd.

Frequently Asked Questions

Q: What is the current NAV of Tata Equity Management Fund - Growth?

A: The latest NAV of Tata Equity Management Fund - Growth is ₹ .

Q: What type of mutual fund is Tata Equity Management Fund - Growth?

A: Tata Equity Management Fund - Growth is a 'Equity - Multi Cap' type mutual fund managed by 'Tata Asset Management Ltd.'.

Q: What is the expense ratio of Tata Equity Management Fund - Growth?

A: The expense ratio of Tata Equity Management Fund - Growth is 2.37%, which impacts overall returns.

Q: Who manages Tata Equity Management Fund - Growth?

A: Tata Equity Management Fund - Growth is managed by Mr. Atul Bhole, who oversees investment strategy and portfolio decisions.

Q: Is Tata Equity Management Fund - Growth a good investment?

A: Tata Equity Management Fund - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Tata Equity Management Fund - Growth?

A: The exit load of Tata Equity Management Fund - Growth is 1.00 % of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment., applicable if redeemed within the specified period.

Q: How is Tata Equity Management Fund - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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