Tata Equity P/E Fund (G) NAV | Tata Mutual Fund | Tata Equity P/E Fund (G) Investment

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Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
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Benchmark Index:

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# Moneycontrol Rank within 101 Diversified Equity Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	19.9	-	-	-	-
2011	-7.3	-2.3	-10.6	-6.3	-24.4
2010	-0.2	4.1	10.9	-1.3	15.8
2009	-3.9	44.6	28.1	-0.2	98.9
2008	-30.3	-8.9	-5.0	-22.4	-54.8
2007	-5.9	31.0	16.6	28.3	80.9

* Returns over 1 year are Annualised

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-6.1	-8.2	1.1	-8.7	-1.0	12.2	7.3
Category avg	-4.6	-4.6	1.9	-7.4	-0.1	8.6	3.0
Difference of Fund returns and Category returns	-1.5	-3.6	-0.8	-1.3	-0.9	3.6	4.3
Best of category	0.4	3.4	11.7	8.8	14.6	25.0	11.9
Worst of category	-8.8	-11.7	-9.2	-20.4	-8.1	-21.1	-5.9
Benchmark returns #	-5.4	-7.0	3.3	-9.1	0.6	5.2	2.5
Difference of Fund returns and Benchmark returns	-0.7	-1.2	-2.2	0.4	-1.6	7.0	4.8

# Benchmark Index: BSE SENSEX

Investment Objective

The investment objective of the Scheme is to provide reasonable and regular income and/or possible capital appreciation to its Unitholder.

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Jun 15, 2004
Benchmark	BSE SENSEX
Asset Size (Rs cr)	656.82 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Bhupinder Sethi View performance of schemes managed by the Fund Manager
Notes	N.A

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit load - 1% if redeemed/switched out on or before expiry of 365 days from the date of allotment.

Regd. Office	Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No.	022 66315191/92/93
Fax No.	022 66315194
Email	kiran@tataamc.com
Website	http://www.tatamutualfund.com

Diversified Equity	Crisil Rank	Assets (Rs.cr)
Diversified Equity	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Equity Fund - RP (D)	Not Ranked	1,229.08	-6.6	0.8	-8.7	9.0	6.1
DSP-BR Equity Fund - Inst	Not Ranked	155.82	-4.2	3.4	-6.1	4.2	--
DSP-BR Equity Fund - RP (G)	Rank 3	1,166.24	-4.3	3.2	-6.5	12.6	8.3
Franklin India Prima Plus (G)	Rank 3	1,828.81	-4.9	0.8	-5.1	11.0	6.4
Franklin (I) Flexi Cap (G)	Rank 3	1,771.36	-7.2	-0.3	-10.0	10.8	5.4
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
Cairn India	Oil & Gas	37.34	6.05
Tata Motors (D)	Automotive	32.95	5.34
Grasim	Conglomerates	29.14	4.72
Polaris Tech	Technology	26.23	4.25
ONGC	Oil & Gas	22.12	3.58
Cadila Health	Pharmaceuticals	20.57	3.33
Hindalco	Metals & Mining	19.30	3.13
Oracle Financ	Technology	19.28	3.12
Tata Chemicals	Chemicals	18.94	3.07
BPCL	Oil & Gas	18.80	3.05