Fund Analysis

Chasing Attractive Value

Tata Equity PE sticks to its stated objective & invests in quality companies with lower valuations…

Strategy The fund invests at least 70 per cent of its net assets in shares whose rolling PE ratios are less than that of the Sensex at the time of investment. To use the multi-cap play, the fund manager also invests in companies that are poised for a sharp turnaround or a substantial improvement in profitability, where the rolling EPS may not be truly representative of the company’s valuations. The fund manager further looks for quality of management, capital efficiency, earnings growth, free cash flows generated, valuations and liquidity before investing. The fund has a strong

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