Tata Value Fund - (IDCW-Trigger-Opt B-10%)
Tata Value Fund - (IDCW-Trigger-Opt B-10%) Overview
Holdings Distribution
Top Holdings
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata Value Fund - (IDCW-Trigger-Opt B-10%) | 4.47% | 16.15% | 14.22% |
| DSP Natural Resources & New Energy Fund (IDCW) | 33.02% | 23.96% | 16.62% |
| DSP Natural Resources & New Energy Fund (G) | 33.03% | 23.96% | 18.51% |
| HDFC Small Cap Fund (G) | 7.06% | 16.39% | 19.08% |
| HDFC Small Cap Fund (IDCW) | 7.08% | 16.01% | 18.85% |
| Sundaram Fin Serv Opportunities (IDCW) | 2.20% | 15.74% | 14.79% |
Scheme Information
Tata Value Fund - (IDCW-Trigger-Opt B-10%) was launched on 17/05/2004. The fund manages ₹7,909 Cr in assets. Its current expense ratio is 1.80%.
Fund Manager: Sonam Udasi
Returns Calculator
Calculate your investment growth with SIP or Lumpsum.
FAQs on Tata Value Fund - (IDCW-Trigger-Opt B-10%)
The current expense ratio of Tata Value Fund - (IDCW-Trigger-Opt B-10%) is 1.80%.
The AUM of Tata Value Fund - (IDCW-Trigger-Opt B-10%) is ₹7,909 crore.
Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.
Yes, Tata Value Fund - (IDCW-Trigger-Opt B-10%) allows both SIP and lump sum investments.
The latest NAV is ₹322.46.
Minimum SIP starts from ₹100.
Redemption can be done via AMC website or your investment platform.
