Mutual Funds Performance Comparison
Data as on - 17-05-2024
Summary
| Fund Name | Category | Launch Date | AUM (Crore) | Expense Ratio (%) |
|---|---|---|---|---|
| Tata Equity PE Fund Regular Plan -(Growth Option) | Equity: Value | 05-06-2004 | 7,753.52 | 1.79 |
Performance Comparison
| Fund Name | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Tata Equity PE Fund Regular Plan -(Growth Option) | 49.38 | 25.35 | 20.29 | 18.07 | 19.15 |
| Equity: Value | 47.12 | 23.04 | 20.47 | 17.44 | 18.34 |
| NIFTY 500 TRI | 37.82 | 19.73 | 18.98 | 15.34 | 12.64 |
