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you are here: Moneycontrol Mutual Funds Diversified Equity Tata Mutual Fund Tata Equity Management Fund (G)

Tata Equity Management Fund (G)

Previous Name:
Plan: | Option: Growth | Type : Open-Ended
Buy
16.158 0.06 ( 0.38 %)
NAV as on 01 Mar, 2013
Crisil MF Rank
Riskometer
N.A
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Info

Not Ranked

The scheme is Not Ranked in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Tata Equity Management Fund has been merged with Tata Pure Equity Fund w.e.f. March 01, 2013.

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Returns (NAV as on Mar 01, 2013)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 263 Diversified Equity Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -4.7 - - - -4.7
2012 14.1 -0.5 11.1 6.6 36.4
2011 -10.2 1.3 -6.7 -6.9 -21.7
2010 -1.2 5.6 8.5 -1.1 14.4
2009 -4.4 44.7 15.7 -0.2 70.4

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average 0 0.7 -4.7 5.5 13.9 9.2 11.8
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 3.5 12 13.1 32.6 26.8 24.7 28.9
Worst of Category -6.6 -16.8 -25.4 -19.4 0.8 0.2 7.1
Benchmark returns # 2.7 7 3.1 12.4 14.9 9 14.1
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0
# Benchmark Index:

Investment Information

Investment Objective

The primary objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related instruments and the secondary objective is to generate consistent returns by investing in debt and money market securities The fund will have the flexibility to invest in a wide range of companies with an objective to maximize the returns at the same time trying to minimize the risk by reasonable diversification and using derivative as a risk management tool.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jun 13, 2006

  • Benchmark:

  • Asset size (Rs Cr):

    89.92 ( Mar 31, 2013 )

  • Asset Date:

    Mar 31, 2013

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Atul Bhole
    View performance of schemes managed by the Fund Manager

  • Notes:

    Tata Equity Management Fund has been merged with Tata Pure Equity Fund w.e.f. March 01, 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:

    N.A.

  • Tel No.:

  • Email:

  • Website:

  • Fax No.:

peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Multi-Asset Fund - Institutional Plan (G) 0.05 24.8 -0.4 -3.4 8.5 12.0 19.3
ICICI Prudential Value Discovery Fund (G) 14,066.47 144.4 3.8 -1.4 7.6 7.9 23.2
ICICI Prudential Value Discovery Fund - Direct Plan (G) 2,820.26 152.3 4.0 -0.9 8.7 9.2 24.4
Franklin India Equity Fund - Direct Plan (G) 2,189.31 611.9 3.0 -1.5 9.4 11.2 20.7
Franklin India Equity Fund (G) 9,650.87 584.4 3.9 -1.7 9.0 9.8 19.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Feb 28, 2013
Company Sector Value %Assets
No Holdings Data Available
Asset Allocation (%) As on Feb 28, 2013
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.00
Sector Allocation (%) As on Feb 28, 2013
Sector %
No Sector Allocation Data Available
Concentration As on Feb 28, 2013
Holdings %
Top 5 0
Top 10 0
Sectors %
Top 3 0
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