Tata Equity Opportunities Fund - Plan B (G) NAV | Tata Mutual Fund | Tata Equity Opportunities Fund

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Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Benchmark Index:

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Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	-3.3	10
3 mth	-2.5	15
6 mth	4.8	22
1 year	-2.6	12
2 year	-0.1	42
3 year	11.4	39
5 year	3.4	47

# Moneycontrol Rank within 101 Diversified Equity Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	19.2	-	-	-	-
2011	-8.3	-0.3	-8.4	-8.6	-23.8
2010	0.7	-0.4	10.4	-4.2	8.6
2009	-5.8	44.9	25.9	-0.2	91.1
2008	-31.3	-12.5	-7.0	-28.8	-61.4
2007	-6.1	25.9	12.5	32.6	73.8

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* Returns over 1 year are Annualised

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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	-3.3	-2.5	4.8	-2.6	-0.1	11.4	3.4
Category avg	-4.6	-4.6	1.9	-7.4	-0.1	8.6	3.0
Difference of Fund returns and Category returns	1.3	2.1	2.9	4.8	0.0	2.8	0.4
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 #	-5.7	-6.3	4.5	-9.5	-0.8	5.6	2.8
Difference of Fund returns and Benchmark returns	2.4	3.8	0.3	6.9	0.7	5.8	0.6

# Benchmark Index: BSE-200

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	Mar 30, 1993
Benchmark	BSE-200
Asset Size (Rs cr)	289.63 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Bhupinder Sethi / Dinesh Dacosta View performance of schemes managed by the Fund Manager
Notes	N.A

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)
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 »

Portfolio

Top Holdings (Apr 30, 12)

Equity	Sector	Value (Rs cr)	Asset %
Infosys	Technology	24.21	8.49
HDFC	Banking/Finance	20.38	7.15
HDFC Bank	Banking/Finance	18.77	6.59
Bharti Airtel	Telecom	15.04	5.28
Tata Motors (D)	Automotive	14.96	5.25
HCL Tech	Technology	12.23	4.29
ICICI Bank	Banking/Finance	11.90	4.17
ONGC	Oil & Gas	11.60	4.07
Nestle	Food & Beverage	10.45	3.67
Reliance	Oil & Gas	10.38	3.64

Full Portfolio

Sector Allocation (Apr 30, 12)

Sector	%	1-Year HighLow
Banking/Finance	19.07	20.94	13.21
Technology	17.55	17.55	7.73
Oil & Gas	13.14	13.14	8.37
Pharmaceuticals	12.45	13.99	11.04
Automotive	10.44	12.20	9.49
Telecom	5.28	5.49	3.11