Description -
Tata Equity PE Fund Direct-Growth is a Value-Oriented scheme under the
Equity managed by Tata Mutual Fund. The Tata Equity P/E Fund, an open-ended
equity scheme, endeavours to offer regular income and possible capital
appreciation to investors.
Value or Contra Category Review -
Tata Equity PE Fund. Most Comprehensive and detailed MF review based on
Yadnya's proprietary methodology of Green, Yellow & Red Star. Detailed
Analysis & Review based on Dec 31st, 2020 data.
Tata Equity PE Fund review ebook offers a thorough analysis of the Tata
PE fund. This Tata Equity PE value fund book has got it all from fund returns
to allocation to ratios. If you are an
investor & looking for Tata Equity PE Fund analysis, InvestYadnya is here
for all your Investment & Financial queries!
No. of Pages - 11
Content Index -
Detailed Review is done on the following parameters
-
1. Market Cap Allocation - Last 10-year trend
2. Fund House & Fund Start Date:
Tata Equity PE Fund Growth
3. Asset Under Management - Last 10-year trend
4. Fund Returns - Trailing,
Calendar, Rolling & SIP: Tata
Equity PE Fund Dividend
5. Fund Manager
6. Sector Allocation - Last 10-year trend
7. Stocks Allocation & Portfolio
Turnover Ratio - Last 10 year numbers
8. Portfolio Turnover Ratio - Last 10-year trend: Tata Equity PE Fund Portfolio
9. Expense Ratio - Last 5-year trend
10. Risk Ratios - Alpha, Beta,
Standard Deviation, PE Ratio - Last 5-year trend
Note: If you want all latest Mutual Fund
reviews access, check - https://MFYadnya.in
Invest Yadnya offers many resources for Tata Equity Mutual Fund. We
provide similar ebooks on various other Mutual Funds like IDFC Sterling
Value Fund - Value or Contra Category, SBI Contra Fund
- Value or Contra Category, UTI Value
Opportunities Fund - Value or Contra Category, Value &
Contra Funds Comparison & Detailed Reviews & many more.
Thus, this Tata Equity PE Fund value research book will offer you a
thorough analysis of the Tata mutual fund. Through this Tata equity fund ebook,
you will get a fair insight into the company’s market allocation, AUM, ratios
& returns. Therefore, you can make a viable investment decision after a
proper study from this book.
Disclaimer - This book is not meant as MF Advise or Financial
Advice. It only gives the information about the Mutual Fund as per publicly
available information and Yadnya's analysis & review based on that
information. Please remember, Mutual Funds are subject to Market risk. Read the
offer document before investing.