Performance Update

Persisting with its method

Sticking to its value orientation has helped Tata Equity PE Fund recover after two years of slim pickings

Sticking to its value orientation has helped Tata Equity PE Fund recover after two years of slim pickings

How it has performed The fund's performance - backed by the return of 'value' theme - is marginally better than the category average this year Its current performance is in line with its historical track record. While they haven't pulled trees during bull market runs, they have managed to contain the downside whenever markets turned volatile, like it did in 2018 and 2019 when 'value' style of investing was out of favour.

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