Tata Value Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Value funds is 35.39% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.53% | -0.72% |
| 2 Year Return | 32.22% | -2.64% |
| 3 Year Return | 56.37% | 8.72% |
| 4 Year Return | 109.24% | 28.21% |
| 5 Year Return | 118.44% | 35.39% |
| 6 Year Return | 114.61% | 66.35% |
| 7 Year Return | 203.14% | 85.31% |
| Expense Ratio | 0.69% | - |
Tata Value Fund - Direct Plan is managed by TATA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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