Tata Equity PE Fund surpassed its peers and the benchmark in the latter half of 2023, leading to a star rating upgrade from 2 to 3 in November 2023. After a lean period of two years, it has recently started to beat the BSE 500 index in terms of five-year rolling returns and has also caught up with the median category performance. Reasons for outperformance The fund's timely entry into stocks such as AngelOne, Power Finance Corporation and PNB Housing Finance boosted its performance. All its holdings in the Capital Goods and Automobile sectors have also performed well, particularly Hindustan Aeronautics and Hero Motocorp, which are among its top holdings. Torrent Power, NTPC and Coal India have been other notable contributors. Meanwhile, large
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