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
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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.