Tata Equity P/E Fund follows the value style of investing. On the face of it, the objective is straightforward - to scout for undervalued companies. But what sets Tata Equity P/E Fund apart is the specific criterion that helps define undervalued stocks. At least 70% of the portfolio is invested in stocks with rolling P/E multiple being lower than that of the BSE Sensex. The P/E criterion being met, other factors involved in evaluating a company's investment worthiness are management competitiveness, business competitiveness, growth prospects and other fundamental parameters. The focus of the fund is on Intensive Research.

Tata Mutual Fund now introduces ‘Dividend Trigger Option’ under the existing dividend option of Tata Equity P/E Fund. The trigger options available are Option A (Trigger A) and Option B (Trigger B) for 5% and 10% appreciation respectively as explained below.
Under Dividend Trigger A, the Fund will initiate the declaration of dividend when there is an appreciation in NAV by 5% in a calendar quarter.
In case of Dividend Trigger B, the Fund will initiate the declaration of dividend when there is an appreciation in NAV by 10% in a calendar quarter. This option endeavours to book profits when the markets move up so that you are not left with any regrets when the market moves.

Please read the Tata Equity P/E Fund one-pager given below for more details.

Fund Objective

The investment objective of the fund will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.

Kindly refer to the latest Statement of Additional Information (SAI) / Scheme Information Document (SID) along with respective Addendums pertaining to the scheme before investing.