TATA Equity P/E Fund- A Perfect Fuel for Value Investors, Reckons MySIPonline

The online mutual fund distributor, MySIPonline believes that TATA Equity P/E Fund is a suitable mutual fund for the value investors. Over the years, the number of investors preferring value style of investment has increased and such a scheme is a match made in heaven for them.

TATA Equity P/E Fund was launched on 29th June, 2004 and have provided 19.14% of the returns so far. The open-ended scheme of TATA Mutual Fund follows value investing and targets undervalued companies having high growth potential of giving tough competition to many peer companies. The mutual fund diversify the assets in 43 stocks and the AUM of the scheme is Rs. 5,541 Crore (as on 31st March, 2019).

According to the market analyst of MySIPonline, TATA Equity P/E Fund does the selection of stocks on the basis of Price-to-Earn (P/E) Ratio. The stock in which the mutual fund parks the cash are at lower valuations but have high tendency to surge marginal gains in the future. Thus, at lower valuations, the fund manager, Mr. Amey Sathe and Mrs. Sonam Udasi buys more stocks and when the market achieves new heights the units achieve profits.

Value style of investing is generally for the investors having a long term investment horizon along with patience. The change in the valuations of the stock doesn?t happens rapidly, it takes a lot of time for an undervalued company to skyrocket its growth. The online investment platform, MySIPonline believes that the sector allocation of TATA Equity P/E Fund is the reason behind the success of the scheme. The fund invests large amount of assets in the finance sector which is currently on the bull run after the resolution of several issues such as NPA and IL&FS crisis. Among other sectors are, energy, automobile, construction, technology, etc. Diversifying the assets in the large number of sectors helps in minimizing the risk associated with a particular sector. The 5,7, and 10-year annualized returns of the scheme is 18.24%, 17.04%, and 18.67% which clearly reflects the promising track record of the scheme.

TATA Equity P/E Fund is a suitable scheme for the investors having risk appetite. Investors like Warren Buffett, Rakesh Jhunjhunwala were among the few investors who popularized the idea of value investing. Nowadays, more and more investors are getting inclined towards this style of investment but generally investors overlook the fact that a significant amount of knowledge is always required to opt this style. For instance, the share price of HDFC Bank Limited was Rs. 42.68 on 5th July, 2002 and now the current price of the stock is Rs. 2,319 (as on 30th April, 2019) which makes it a perfect example of value investing. Mr. Virendra Ranawat, the CEO of MySIPonline believes that TATA Equity P/E Fund played a significant role in dragging the attention of Indian investors from the growth style of investment. Moreover, the idea of investing in mutual fund market online also ease the task for the investors, says Mr. Ranawat.

Company :-MYSIPonline

User :- Poonam Sharma

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Url :- https://www.mysiponline.com/mutual-fund/tata-equity-p-e-fund/mso696