Tata Equity P/E Fund Overview
Category Value Fund
BMSMONEY Rank 3
BMSMONEY Rating
Growth Option As On: 24-04-2024
NAV ₹315.84 (R) +0.36% ₹351.4 (D) +0.36%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 49.37% 24.96% 18.76% 14.41% 18.46%
LumpSum Dir. P 50.82% 26.23% 20.13% 15.74% 19.66%
SIP Reg. P 49.66% 26.75% 24.66% 19.43% 17.48%
SIP Dir. P 51.12% 27.98% 25.95% 20.69% 18.7%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.09 0.61 1.13 8.5% 0.15
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.52% -11.82% -9.51% 0.89 8.72%

NAV Date: 24-04-2024

Scheme Name NAV Rupee Change Percent Change
Tata Equity P/E Fund Regular Plan - Payout of IDCW-Option B(10%) 108.42
0.3900
0.3600%
Tata Equity P/E Fund - Regular Plan - Payout of IDCW-Option A(5%) 120.48
0.4300
0.3600%
Tata Equity P/E Fund- Direct Plan - Payout of IDCW -Option B(10%) 122.47
0.4400
0.3600%
Tata Equity P/E Fund- Direct Plan -Payout of IDCW-Option A(5%) 132.41
0.4800
0.3600%
Tata Equity P/E Fund - Regular Plan -Growth Option 315.84
1.1300
0.3600%
Tata Equity P/E Fund -Direct Plan Growth Option 351.4
1.2700
0.3600%

Review Date: March 28, 2024

The fund has historical rank of ninth in Value Fund category. Additionally, the fund has five performance parameters that are in the top quartile in the category and seven parameters above average and below the top quartile.
Our ranking strategy involves a composite performance score that reflects the fund's returns, its associated risk, and its risk-adjusted performance for the last three years. We then use this composite performance score to rank the funds within each category.

The Tata Equity P/E Fund has poor return performance, as all 1 year and above return parameters are below average in Value Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Tata Equity P/E Fund has given return of -0.66% in last one month which is good as it is above average in Value Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Tata Equity P/E Fund has given return of 4.73% in last three month which is poor as it is in the below average in Value Fund.
  3. 1 Year Return%: The Tata Equity P/E Fund has given return of 50.21% in last one year which is poor as it is in the below average in Value Fund. The one year return rank of Tata Equity P/E Fund is 7 in 16 funds. The investment of ₹ 10,000 in this fund would have become ₹ 15021.0 in one year.
  4. 3 Year Return%: The Tata Equity P/E Fund has given return of 22.15% in last three year which is poor as it is in the below average with return rank of 7 in 12 funds. in Value Fund.
  5. 5 Year Return%: The Tata Equity P/E Fund has given return of 17.41% in last five year which is poor as it is in the below average with return rank of 7 in 12 funds. in Value Fund.
  6. 1 Year SIP Return%: The Tata Equity P/E Fund has given return of 25.04% in last one year which is poor as it is in the below average with return rank of 7 in 16 funds. in Value Fund.
  7. 3 Year SIP Return%: The Tata Equity P/E Fund has given return of 24.68% in last three year which is good as it is above average with return rank of 6 in 12 funds. in Value Fund.
  8. 5 Year SIP Return%: The Tata Equity P/E Fund has given return of 23.17% in last five year which is poor as it is in the below average with return rank of 7 in 12 funds. in Value Fund.
    9. '
'

The Tata Equity P/E Fund has good risk performance, as more than 50% risk parameters are in the top quartile in Value Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Tata Equity P/E Fund has standard deviation of 12.52 which is good as it is above average with risk rank of 4 in 12 funds. in Value Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Tata Equity P/E Fund has semi deviation of 8.72 which is good as it is above average with risk rank of 4 in 12 funds. in Value Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Tata Equity P/E Fund has max drawdown of -9.51% which is very good as it is in the top quartile with risk rank of 3 in 12 funds. in Value Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Tata Equity P/E Fund has 1Y VaR at 95% of -11.82% which is very good as it is in the top quartile with risk rank of 2 in 12 funds. in Value Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Tata Equity P/E Fund has average drawdown of -3.72% which is very good as it is in the top quartile with risk rank of 3 in 12 funds. in Value Fund.
    6. '
'

The Tata Equity P/E Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Value Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Tata Equity P/E Fund has Sterling Ratio of 1.13 which is good as it is above average with risk rank of 6 in 12 funds. in Value Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Tata Equity P/E Fund has Sortino Ratio of 0.61 which is good as it is above average with risk rank of 6 in 12 funds. in Value Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Tata Equity P/E Fund has Jensen Alpha of 8.5% which is very good as it is in the top quartile with risk rank of 2 in 12 funds. in Value Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Tata Equity P/E Fund has Treynor Ratio of 0.15 which is poor as it is in the below average with risk rank of 7 in 12 funds. in Value Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Tata Equity P/E Fund has Modigliani Square Measure of 22.81% which is poor as it is in the below average with risk rank of 7 in 12 funds. in Value Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Tata Equity P/E Fund has Alpha of 6.95% which is very good as it is in the top quartile with risk rank of 3 in 12 funds. in Value Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 5.77
4.44
2.00 | 10.23 3 | 16
Yes
Yes
No
3M Return % 9.56
7.80
3.95 | 18.97 2 | 16
Yes
Yes
No
6M Return % 29.99
28.76
22.20 | 59.60 5 | 16
Yes
No
No
1Y Return % 49.37
49.34
39.32 | 78.32 6 | 16
Yes
No
No
3Y Return % 24.96
24.39
18.77 | 30.02 6 | 12
Yes
No
No
5Y Return % 18.76
19.01
14.49 | 22.89 6 | 12
No
No
No
7Y Return % 14.41
14.61
8.92 | 17.75 7 | 11
No
No
No
10Y Return % 18.46
17.70
14.44 | 19.93 5 | 9
Yes
No
No
15Y Return % 18.73
18.13
15.30 | 22.02 3 | 8
Yes
No
No
1Y SIP Return % 49.66
47.98
36.78 | 93.75 6 | 16
Yes
No
No
3Y SIP Return % 26.75
24.65
19.09 | 33.00 4 | 12
Yes
No
No
5Y SIP Return % 24.66
25.26
20.17 | 30.16 7 | 12
No
No
No
7Y SIP Return % 19.43
19.92
15.22 | 23.76 6 | 11
No
No
No
10Y SIP Return % 17.48
17.76
15.49 | 20.18 6 | 9
No
No
No
15Y SIP Return % 17.01
16.67
14.42 | 18.66 5 | 9
Yes
No
No
Standard Deviation 12.52
13.11
11.14 | 15.70 4 | 12
Yes
No
No
Semi Deviation 8.72
9.28
7.99 | 11.81 4 | 12
Yes
No
No
Max Drawdown % -9.51
-10.91
-15.23 | -5.93 3 | 12
Yes
Yes
No
VaR 1 Y % -11.82
-14.86
-22.33 | -10.29 2 | 12
Yes
Yes
No
Average Drawdown % -3.72
-4.27
-6.28 | -2.90 3 | 12
Yes
Yes
No
Sharpe Ratio 1.09
1.06
0.74 | 1.57 6 | 12
Yes
No
No
Sterling Ratio 1.13
1.09
0.82 | 1.65 6 | 12
Yes
No
No
Sortino Ratio 0.61
0.58
0.39 | 0.92 6 | 12
Yes
No
No
Jensen Alpha % 8.50
3.71
-4.80 | 10.70 2 | 12
Yes
Yes
No
Treynor Ratio 0.15
0.18
0.11 | 0.33 7 | 12
No
No
No
Modigliani Square Measure % 22.81
25.99
18.37 | 45.16 7 | 12
No
No
No
Alpha % 6.95
-2.07
-19.56 | 7.98 3 | 12
Yes
Yes
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 5.85 4.53 2.11 | 10.34 3 | 16
Yes
Yes
No
3M Return % 9.82 8.09 4.26 | 19.33 3 | 16
Yes
Yes
No
6M Return % 30.62 29.46 22.63 | 60.67 5 | 16
Yes
No
No
1Y Return % 50.82 50.95 40.31 | 80.97 7 | 16
No
No
No
3Y Return % 26.23 25.51 19.49 | 30.99 6 | 12
Yes
No
No
5Y Return % 20.13 20.09 15.13 | 23.77 6 | 12
Yes
No
No
7Y Return % 15.74 15.67 10.81 | 18.57 7 | 11
Yes
No
No
10Y Return % 19.66 18.29 14.13 | 21.05 4 | 10
Yes
No
No
1Y SIP Return % 51.12 49.59 37.76 | 96.45 6 | 16
Yes
No
No
3Y SIP Return % 27.98 25.75 19.93 | 34.03 5 | 12
Yes
No
No
5Y SIP Return % 25.95 26.38 21.34 | 31.10 7 | 12
No
No
No
7Y SIP Return % 20.69 20.95 17.00 | 24.59 6 | 11
No
No
No
10Y SIP Return % 18.70 18.34 14.69 | 21.10 6 | 10
Yes
No
No
Standard Deviation 12.52 13.11 11.14 | 15.70 4 | 12
Yes
No
No
Semi Deviation 8.72 9.28 7.99 | 11.81 4 | 12
Yes
No
No
Max Drawdown % -9.51 -10.91 -15.23 | -5.93 3 | 12
Yes
Yes
No
VaR 1 Y % -11.82 -14.86 -22.33 | -10.29 2 | 12
Yes
Yes
No
Average Drawdown % -3.72 -4.27 -6.28 | -2.90 3 | 12
Yes
Yes
No
Sharpe Ratio 1.09 1.06 0.74 | 1.57 6 | 12
Yes
No
No
Sterling Ratio 1.13 1.09 0.82 | 1.65 6 | 12
Yes
No
No
Sortino Ratio 0.61 0.58 0.39 | 0.92 6 | 12
Yes
No
No
Jensen Alpha % 8.50 3.71 -4.80 | 10.70 2 | 12
Yes
Yes
No
Treynor Ratio 0.15 0.18 0.11 | 0.33 7 | 12
No
No
No
Modigliani Square Measure % 22.81 25.99 18.37 | 45.16 7 | 12
No
No
No
Alpha % 6.95 -2.07 -19.56 | 7.98 3 | 12
Yes
Yes
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.36 ₹ 10036.0 0.36 ₹ 10036.0
1W 2.21 ₹ 10221.0 2.23 ₹ 10223.0
1M 5.77 ₹ 10577.0 5.85 ₹ 10585.0
3M 9.56 ₹ 10956.0 9.82 ₹ 10982.0
6M 29.99 ₹ 12999.0 30.62 ₹ 13062.0
1Y 49.37 ₹ 14937.0 50.82 ₹ 15082.0
3Y 24.96 ₹ 19514.0 26.23 ₹ 20116.0
5Y 18.76 ₹ 23623.0 20.13 ₹ 25019.0
7Y 14.41 ₹ 25666.0 15.74 ₹ 27814.0
10Y 18.46 ₹ 54427.0 19.66 ₹ 60205.0
15Y 18.73 ₹ 131262.0 - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 49.6581 ₹ 15025.008 51.119 ₹ 15109.152
3Y ₹ 36000 26.7527 ₹ 52982.568 27.9832 ₹ 53871.084
5Y ₹ 60000 24.6621 ₹ 110493.66 25.9546 ₹ 113970.24
7Y ₹ 84000 19.4281 ₹ 167913.648 20.6876 ₹ 175607.796
10Y ₹ 120000 17.4833 ₹ 300728.52 18.702 ₹ 321164.04
15Y ₹ 180000 17.0127 ₹ 735308.82 - ₹ -


Date NAV Regular Growth NAV Direct Growth
24-04-2024 315.8406 351.4043
23-04-2024 314.7083 350.1356
22-04-2024 313.6573 348.9568
19-04-2024 311.0939 346.0772
18-04-2024 309.0016 343.7404
16-04-2024 310.9022 345.8361
15-04-2024 309.28 344.0224
12-04-2024 313.1653 348.3162
09-04-2024 311.7253 346.6868
08-04-2024 312.659 347.7159
05-04-2024 311.266 346.1389
04-04-2024 310.3315 345.0905
03-04-2024 310.0868 344.8091
02-04-2024 308.2273 342.7322
01-04-2024 306.8928 341.2392
28-03-2024 301.9761 335.7364
27-03-2024 298.7991 332.1953
26-03-2024 298.6205 331.9878
22-03-2024 298.043 331.3104
21-03-2024 295.872 328.8884
20-03-2024 290.5728 322.9892
19-03-2024 290.1998 322.5659
18-03-2024 293.2339 325.9298
15-03-2024 293.8401 326.5773
14-03-2024 296.4578 329.4779
13-03-2024 291.5125 323.9731
12-03-2024 301.7377 335.328
11-03-2024 305.116 339.0733
07-03-2024 307.2883 341.451
06-03-2024 306.372 340.4237
05-03-2024 307.1046 341.2286
04-03-2024 307.5294 341.6914
01-03-2024 304.6409 338.4553
29-02-2024 299.7349 332.9959
28-02-2024 298.6743 331.8087
27-02-2024 303.9913 337.7066
26-02-2024 304.9209 338.7302
23-02-2024 304.6651 338.4189
22-02-2024 304.2963 338.0002
21-02-2024 302.8859 336.4247
20-02-2024 306.4257 340.3473
19-02-2024 306.7534 340.7022
16-02-2024 307.1534 341.119
15-02-2024 304.4431 338.1
14-02-2024 300.8129 334.0596
13-02-2024 296.7528 329.5419
12-02-2024 294.626 327.1714
09-02-2024 301.1117 334.3468
08-02-2024 302.2605 335.6136
07-02-2024 303.1374 336.5782
06-02-2024 302.8689 336.2711
05-02-2024 300.667 333.8175
02-02-2024 299.4921 332.4864
01-02-2024 295.7708 328.3464
31-01-2024 295.8431 328.4178
30-01-2024 292.1937 324.358
29-01-2024 292.6926 324.9031
25-01-2024 288.2851 319.9764
24-01-2024 289.2598 321.0498
23-01-2024 284.9787 316.2897
19-01-2024 291.3526 323.3294
18-01-2024 287.7983 319.3764
17-01-2024 287.8725 319.4503
16-01-2024 293.502 325.6886
15-01-2024 295.2745 327.6468
12-01-2024 292.6762 324.7378
11-01-2024 291.3532 323.2613
10-01-2024 289.6077 321.316
09-01-2024 290.3087 322.0852
08-01-2024 289.7404 321.4461
05-01-2024 291.8722 323.7852
04-01-2024 290.8972 322.695
03-01-2024 288.2736 319.776
02-01-2024 288.4118 319.9208
01-01-2024 289.6893 321.3293
29-12-2023 288.3324 319.7986
28-12-2023 288.5889 320.0746
27-12-2023 285.1794 316.2846
26-12-2023 283.712 314.6488
22-12-2023 281.329 311.9726
21-12-2023 279.9331 310.4164
20-12-2023 277.7765 308.0167
19-12-2023 284.6033 315.5783
18-12-2023 284.1444 315.061
15-12-2023 283.7484 314.5967
14-12-2023 282.0163 312.668
13-12-2023 279.634 310.0185
12-12-2023 276.7132 306.7722
11-12-2023 278.212 308.4255
08-12-2023 276.4075 306.4008
07-12-2023 277.405 307.4983
06-12-2023 277.238 307.305
05-12-2023 276.1335 306.0726
04-12-2023 273.2984 302.9219
01-12-2023 268.7443 297.8504
30-11-2023 265.7538 294.5282
29-11-2023 265.0129 293.6992
28-11-2023 261.7148 290.0363
24-11-2023 259.8446 287.933
23-11-2023 259.2143 287.227
22-11-2023 258.3728 286.2868
21-11-2023 258.4181 286.3294
20-11-2023 258.2 286.0801
17-11-2023 258.0344 285.8737
16-11-2023 257.2884 285.0396
15-11-2023 256.0805 283.6939
13-11-2023 253.9286 281.295
10-11-2023 251.1603 278.2049
09-11-2023 250.4604 277.4222
08-11-2023 249.8297 276.7166
07-11-2023 249.2187 276.0325
06-11-2023 248.7869 275.5469
03-11-2023 247.2001 273.7675
02-11-2023 245.0082 271.3328
01-11-2023 242.7317 268.8045
31-10-2023 244.5398 270.7996
30-10-2023 244.9786 271.2783
27-10-2023 244.7363 270.9882
26-10-2023 241.3918 267.2778
25-10-2023 242.9721 269.0204
23-10-2023 244.4174 270.6063
20-10-2023 249.3053 275.9957
19-10-2023 251.3143 278.2124
18-10-2023 251.3221 278.2136
17-10-2023 252.1215 279.0911
16-10-2023 250.6803 277.4884
13-10-2023 250.3144 277.0611
12-10-2023 250.9614 277.7706
11-10-2023 249.8379 276.5196
10-10-2023 247.8142 274.2725
09-10-2023 244.6613 270.7758
06-10-2023 247.2531 273.6223
05-10-2023 246.1655 272.4115
04-10-2023 245.4454 271.6073
03-10-2023 248.0312 274.4615
29-09-2023 248.8469 275.3346
27-09-2023 248.4171 274.8431
26-09-2023 246.9972 273.2648
25-09-2023 246.9935 273.2534
22-09-2023 247.3274 273.6008
21-09-2023 247.9938 274.3307
20-09-2023 250.6273 277.2364
18-09-2023 252.9918 279.837
15-09-2023 253.3939 280.2594
14-09-2023 251.589 278.2557
13-09-2023 250.4435 276.9814
12-09-2023 249.0811 275.4672
11-09-2023 253.1689 279.9813
08-09-2023 251.569 278.1896
07-09-2023 249.7818 276.2059
06-09-2023 247.7501 273.9521
05-09-2023 247.5209 273.6913
04-09-2023 246.5665 272.6287
01-09-2023 244.6053 270.4385
31-08-2023 242.3882 267.9801
30-08-2023 242.6875 268.3039
29-08-2023 242.1319 267.6824
28-08-2023 241.5784 267.0634
25-08-2023 240.4473 265.7917
24-08-2023 241.78 267.2578
23-08-2023 242.5758 268.1302
22-08-2023 241.9899 267.4756
21-08-2023 240.9412 266.3092
18-08-2023 239.9734 265.2183
17-08-2023 240.7986 266.1232
16-08-2023 241.4935 266.8841
14-08-2023 241.5374 266.9183
11-08-2023 241.8796 267.2761
10-08-2023 242.5995 268.0644
09-08-2023 243.776 269.3572
08-08-2023 242.7826 268.2525
07-08-2023 241.7541 267.1089
04-08-2023 240.9603 266.2105
03-08-2023 239.9869 265.128
02-08-2023 240.9199 266.1517
01-08-2023 244.4261 270.0179
31-07-2023 244.4108 269.9937
28-07-2023 241.8408 267.1333
27-07-2023 241.4718 266.7187
26-07-2023 242.8822 268.2694
25-07-2023 242.5028 267.8432
24-07-2023 242.2054 267.5075
21-07-2023 241.7852 267.0244
20-07-2023 243.1854 268.5635
19-07-2023 241.8573 267.0897
18-07-2023 240.8737 265.9965
17-07-2023 240.7061 265.8042
14-07-2023 239.4822 264.4315
13-07-2023 237.5793 262.3234
12-07-2023 238.1105 262.9029
11-07-2023 238.1049 262.8897
10-07-2023 236.6787 261.3081
07-07-2023 236.8065 261.4282
06-07-2023 238.8698 263.6991
05-07-2023 237.4087 262.0791
04-07-2023 236.4213 260.9821
03-07-2023 235.2961 259.7331
30-06-2023 233.1548 257.3487
28-06-2023 230.9903 254.946
27-06-2023 229.7388 253.558
26-06-2023 228.1741 251.8243
23-06-2023 227.3174 250.8594
22-06-2023 229.0977 252.8173
21-06-2023 230.3037 254.1414
20-06-2023 229.2897 253.0156
19-06-2023 228.0052 251.5915
16-06-2023 228.8837 252.5406
15-06-2023 226.8743 250.3169
14-06-2023 227.7715 251.3002
13-06-2023 227.2374 250.7041
12-06-2023 225.6657 248.9635
09-06-2023 224.8935 248.0917
08-06-2023 225.3077 248.542
07-06-2023 225.9748 249.2712
06-06-2023 224.6791 247.8353
05-06-2023 224.0683 247.1549
02-06-2023 222.9708 245.9247
01-06-2023 222.1246 244.9848
31-05-2023 222.2458 245.112
30-05-2023 223.0531 245.9957
29-05-2023 221.9953 244.8226
26-05-2023 220.9609 243.6624
25-05-2023 219.5712 242.1234
24-05-2023 219.1221 241.6217
23-05-2023 220.0859 242.678
22-05-2023 219.9014 242.4681
19-05-2023 218.3894 240.7816
18-05-2023 217.9439 240.284
17-05-2023 218.7802 241.201
16-05-2023 218.9674 241.401
15-05-2023 219.5836 242.0738
12-05-2023 218.154 240.4785
11-05-2023 218.4074 240.7514
10-05-2023 217.4458 239.685
09-05-2023 216.6489 238.8002
08-05-2023 217.2011 239.4025
05-05-2023 215.3553 237.3489
04-05-2023 217.3553 239.5468
03-05-2023 215.8196 237.848
02-05-2023 215.1603 237.115
28-04-2023 213.8357 235.6301
27-04-2023 212.0908 233.7011
26-04-2023 211.4555 232.9948
25-04-2023 210.9548 232.4369
24-04-2023 211.0785 232.567

Fund Launch Date: 17/May/2004
Fund Category: Value Fund
Investment Objective: The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital appreciation to its Unitholder. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Description: A) Fund focused on value investing with Price to earnings ratio as the primary filter for investments along with other fundamental attributes b) Ideal for long term investors with moderate risk profile
Fund Benchmark: S&P BSE Sensex Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.