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Tata Equity Opportunities Fund - Plan B (G)

PLAN: Plan B OPTIONS: Growth
150.903 2.05 (1.34%)

NAV as on 17 Apr, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Tata Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Large Cap category by Crisil (for quarter ended Mar 2014) up from Rank 2 last quarter. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

Close Tata Life Sciences & Technology Fund and Tata Services Industries Fund has been merged into Tata Equity Opportunities Fund with effect from September 14, 2012.
Benchmark Index:
 
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Returns (NAV as on 17 Apr, 2015)

Period Returns (%) Rank #
1 mth -2.7 115
3 mth 2.6 23
6 mth 17.5 10
1 year 44.5 15
2 year 33.1 12
3 year 24.4 6
5 year 13.7 20

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.1 - - - -
2014 6.1 18.1 6.8 9.4 -
2013 -4.9 2.0 -0.4 9.1 8.1
2012 19.2 -1.5 7.8 3.7 33.9
2011 -8.3 -0.3 -8.4 -8.6 -23.8
2010 0.7 -0.4 10.4 -4.2 8.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.7 2.6 17.5 44.5 33.1 24.4 13.7
Category avg -1.2 1.2 11.9 33.9 25.5 17.4 9.8
Difference of Fund returns and Category returns -1.5 1.4 5.6 10.6 7.6 7.0 3.9
Best of category 2.6 7.7 26.0 67.0 42.9 30.5 17.1
Worst of category -3.6 -3.4 5.0 11.1 13.2 8.7 4.6
Benchmark returns # -0.9 1.5 13.3 32.2 25.1 18.4 10.4
Difference of Fund returns and Benchmark returns -1.8 1.1 4.2 12.3 8.0 6.0 3.3
Tata Equity Opportunities Fund - Plan B (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: S&P 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 S&P BSE 200
Asset Size (Rs cr) 912.88 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Pradeep Gokhale / Rupesh Patel (Equity) / Nainesh Rajani
View performance of schemes managed by the Fund Manager
Notes Tata Life Sciences & Technology Fund and Tata Services Industries Fund has been merged into Tata Equity Opportunities Fund with effect from September 14, 2012.

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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
23,304.60 -0.9 8.4 33.4 19.9 13.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,991.78 1.1 11.3 36.5 22.5 16.2
Birla SL Frontline Equity (G) Rank 2
7,900.44 1.6 14.8 39.4 25.4 15.5
UTI Opportunities Fund (G) Rank 3
5,088.94 -0.3 10.0 34.6 19.8 15.7
UTI Equity Fund (G) Rank 2
3,919.10 1.6 13.3 41.6 23.3 16.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 49.51 5.42
Sadbhav Engg Engineering 38.82 4.25
Axis Bank Banking/Finance 38.57 4.23
ICICI Bank Banking/Finance 35.26 3.86
Shree Cements Cement 30.71 3.36
HCL Tech Technology 27.94 3.06
UltraTechCement Cement 25.29 2.77
Infosys Technology 25.23 2.76
Bharat Elec Manufacturing 24.65 2.70
MCX India Miscellaneous 23.37 2.56

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.84 28.51 21.69
Engineering 10.58 11.95 4.24
Cement 9.73 9.73 2.26
Automotive 9.18 13.62 9.18
Technology 9.13 16.84 9.13
Pharmaceuticals 7.31 9.23 5.78

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 93.46
Others 0.02
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.52

View All

Concentration

Holdings (%)
Top 5 21.13
Top 10 34.98
Sector (%)
Top 3 45.15

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