BSE - Delayed Quote INR

Tata Value Fund - Series 1 Direct Growth (0P0001DHQO.BO)

14.14 +0.00 (+0.03%)
At close: July 20 at 1:30 AM GMT+5:30
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DELL
  • Previous Close 14.14
  • YTD Return 19.67%
  • Expense Ratio 0.00%
  • Category Flexicap
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets --
  • Beta (5Y Monthly) --
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.25%
  • Last Dividend --
  • Inception Date Jul 13, 2018

"The investment objective of the Scheme is to provide capital appreciation over the tenure of the fund through a diversified equity portfolio following value investment strategy. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Tata Asset Management Limited

Fund Family

Flexicap

Fund Category

--

Net Assets

2018-07-13

Inception Date

Performance Overview: 0P0001DHQO.BO

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Trailing returns as of 7/13/2021. Category is Flexicap.

YTD Return

0P0001DHQO.BO
19.67%
Category
14.43%
 

1-Year Return

0P0001DHQO.BO
46.91%
Category
26.83%
 

3-Year Return

0P0001DHQO.BO
12.23%
Category
21.25%
 

5-Year Return

0P0001DHQO.BO
0.00%
Category
17.36%
 

Holdings: 0P0001DHQO.BO

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Top 10 Holdings (52.26% of Total Assets)

SymbolCompany% Assets
HDFCBANK.B
HDFCBANK.B 9.59%
ITC.BO
ITC.BO 8.18%
ICICIBANK.
ICICIBANK. 6.39%
HDFC.BO
HDFC.BO 5.72%
KOTAKBANK.
KOTAKBANK. 5.03%
LT.BO
LT.BO 3.98%
RELIANCE.B
RELIANCE.B 3.48%
500290.BO
500290.BO 3.44%
500676.BO
500676.BO 3.32%
509966.BO
509966.BO 3.13%

Sector Weightings

Sector0P0001DHQO.BO
Industrials   12.79%
Energy   5.69%
Healthcare   3.68%
Technology   1.73%
Real Estate   0.00%
Utilities   0.00%

Recent News: 0P0001DHQO.BO

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Research Reports: 0P0001DHQO.BO

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