Tata Value P/E Fund - Regular Plan - Trigger Option A 5%: change in investment factsheets for June 2025

India, July 12 -- Tata Value P/E Fund - Regular Plan - Trigger Option A 5% has announced change in investment factsheets and fund flash for the month ended June 30, 2025.

As on Jun 30, 2025, the total size of the Fund was Rs 8,840.00 crores, compared with Rs 8,506.38 crores in the last month.The Equity - Diversified fund with IDCW plan was launched on Oct 01, 2009 and managed by Fund Managers Sonam Udasi, Amey Sathe.

The top five companies based on a percentage of total holdings were HDFC BANK LTD. (725.94 Cr.), BHARAT PETROLEUM CORPORATION LTD. (442.49 Cr.), KOTAK MAHINDRA BANK LTD. (373.85 Cr.), MUTHOOT FINANCE LTD. (347.14 Cr.) and MOTILAL OSWAL FINANCIAL SERVICE LTD. (332.25 Cr.).

Tata Value P/E Fund - Regular Plan - Trigger Option A...