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Tata Contra Fund (G) SET SMS ALERT

18.768
0.02 (0.11%)
NAV as on Feb-15-2013
NAV as on Feb-15-2013

Fund Family Tata Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Tata Contra Fund has been merged into Tata Equity Opportunities Fund with effect from February 15, 2013.
Benchmark Index:
 

No Data to display

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Returns (NAV as on Feb-15-2013)

Period Returns (%) Rank #
1 mth - 77
3 mth - 3
6 mth - 41
1 year - 80
2 year - 39
3 year - 20
5 year - 42

# Moneycontrol Rank within 174 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -4.1 - - - -4.1
2012 20.3 -3.5 5.5 3.6 29.7
2011 -6.9 0.5 -9.3 -7.6 -21.3
2010 1.3 1.2 15.4 -1.4 18.9
2009 -1.5 48.9 23.0 -0.2 97.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

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 -- -- -- -- -- -- --
Category avg 3.1 11.7 32.3 52.3 11.5 8.1 5.4
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 9.2 27.9 54.9 89.4 50.1 34.0 22.5
Worst of category -13.6 0.8 15.0 22.5 10.1 2.6 -6.4
Benchmark returns # 2.6 8.5 31.2 57.1 23.4 16.9 10.5
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

The investment objective of the Scheme is to provide income distribution and / or medium to long term capital gains hile at all times emphasizing the importance of capital appreciation.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 25, 2005
Benchmark CNX 500
Asset Size (Rs cr) 23.33 (Mar-31-2013)
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 Tata Contra Fund has been merged into Tata Equity Opportunities Fund with effect from February 15, 2013.

Load Details

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.

Contact Details

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

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
11,768.95 11.3 45.7 81.8 21.3 17.8
HDFC Equity Fund - Direct (G) Not Ranked
1,117.09 11.5 46.1 83.0 -- --
Reliance Equity Oppor - IP (G) Not Ranked
7.22 12.3 37.8 71.4 24.3 -6.4
Reliance Equity Oppor -Direct (G) Not Ranked
241.07 12.5 38.3 72.3 -- --
Reliance Equity Oppor - RP (G) Rank 2
5,902.41 12.3 37.7 71.1 24.0 22.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 13)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 7.77 8.67
HDFC Bank Banking/Finance 7.56 8.43
CRISIL Miscellaneous 5.36 5.98
ICICI Bank Banking/Finance 5.06 5.65
Bharti Airtel Telecom 4.92 5.49
Grasim Conglomerates 4.66 5.20
Sun TV Network Media 4.14 4.62
Agro Tech Foods Miscellaneous 3.86 4.31
Nestle Food & Beverage 3.76 4.19
HDFC Banking/Finance 2.76 3.08

Full Portfolio

Sector Allocation (Jan 31, 13)

Sector %

1-Year

HighLow

Banking/Finance 22.08 0.00 0.00
Technology 13.69 0.00 0.00
Miscellaneous 12.64 0.00 0.00
Oil & Gas 7.13 0.00 0.00
Automotive 6.99 0.00 0.00
Telecom 6.46 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 13)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.00

View All

Concentration

Holdings (%)
Top 5 34.22
Top 10 55.62
Sector (%)
Top 3 48.41

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