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Tata Equity P/E Fund - Regular Plan - Trigger Option A 5%: change in investment factsheets for March 2025

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Dion Global

16 Apr 2025

Tata Equity P/E Fund - Regular Plan - Trigger Option A 5% has announced change in investment factsheets and fund flash for the month ended March 31, 2025.

As on Mar 31, 2025, the total size of the Fund was Rs 8,003.86 crores, compared with Rs 7,468.42 crores in the last month.The Equity - Diversified fund with IDCW plan was launched on Oct 01, 2009 and managed by Fund Managers Sonam Udasi, Amey Sathe.

The top five companies based on a percentage of total holdings were HDFC BANK LTD (817.75 Cr.), BHARAT PETROLEUM CORPORATION LTD (389.72 Cr.), COAL INDIA LTD (383.47 Cr.), KOTAK MAHINDRA BANK LTD (334.36 Cr.) and MUTHOOT FINANCE LTD (315.26 Cr.).

Tata Equity P/E Fund - Regular Plan - Trigger Option A 5% is promoted by Tata Mutual Fund and managed by Tata Asset Management Ltd..