Should I invest in Tata Equity Opportunities Fund - B Growth?

We don't give personal investment advice. Tata Equity Opportunities Fund - B Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.0%. 5-year CAGR: 10.25%.

Tata

Tata Equity Opportunities Fund - B Growth

Latest NAV

₹480.9558

As of

3 Jun 2026

4,964 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.03%	+0.11%	-0.08	25 / 32	Q4
1W	-0.80%	-1.76%	+0.95	3 / 32	Q1
2W	+0.73%	-0.27%	+1.00	6 / 32	Q1
1M	-0.61%	-1.02%	+0.41	10 / 32	Q2
3M	-2.12%	-1.18%	-0.93	21 / 32	Q3
6M	-8.56%	-5.43%	-3.13	26 / 32	Q4
YTD	-8.45%	-5.57%	-2.88	26 / 32	Q4
1Y	-7.15%	-1.21%	-5.94	28 / 32	Q4
2Y	-1.49%	+1.22%	-2.72	21 / 32	Q3
3Y	+8.34%	+13.45%	-5.11	25 / 32	Q4
4Y	+11.62%	+13.62%	-2.00	24 / 32	Q3
5Y	+10.25%	+11.89%	-1.64	23 / 32	Q3
7Y	+12.49%	+12.99%	-0.50	22 / 32	Q3
10Y	+12.27%	+11.48%	+0.79	18 / 32	Q3
Inception	+11.35%	+9.20%	+2.14	15 / 29	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.45%	-5.57%	-2.88	26 / 32
2025	+1.81%	+2.91%	-1.09	21 / 32
2024	+15.08%	+19.92%	-4.84	27 / 32
2023	+22.57%	+27.73%	-5.16	26 / 32
2022	+11.21%	+2.49%	+8.71	5 / 32
2021	+28.29%	+32.49%	-4.20	24 / 32
2020	+15.44%	+13.97%	+1.47	12 / 32
2019	+13.44%	+4.84%	+8.60	1 / 32
2018	-4.73%	-10.87%	+6.14	7 / 32
2017	+30.36%	+31.34%	-0.99	17 / 32
2016	+0.72%	+2.52%	-1.80	23 / 32

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.74%

234 windows

min -62.1% · max 108.9%

79% positive

3-Year rolling

+13.18%

210 windows

min -10.3% · max 29.8%

96% positive

5-Year rolling

+13.24%

185 windows

min -2.8% · max 23.8%

97% positive

7-Year rolling

+13.18%

161 windows

min 4.4% · max 22.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.11%

3-year · annualised

Sharpe ratio

0.18

vs risk-free 6.5%

Sortino ratio

0.26

Downside-only deviation

Max drawdown

-23.05%

Sep 2024 → Mar 2026

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹329.5320	3 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹58.2030	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹480.9558
2 Jun 2026	₹480.9021
1 Jun 2026	₹480.7630
29 May 2026	₹484.6425
27 May 2026	₹486.3525
26 May 2026	₹484.8044
25 May 2026	₹485.0580
22 May 2026	₹479.1658
21 May 2026	₹476.8639
20 May 2026	₹476.6601

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Tata Equity Opportunities Fund - B Growth is ₹480.9558. It's a Large & Mid Cap Fund from Tata, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Equity Opportunities Fund - B Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Tata Equity Opportunities Fund - B Growth is managed by Tata. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Equity Opportunities Fund - B Growth has delivered a absolute return of -7.15% — -5.94 pp behind the Large & Mid Cap Fund category average of -1.21%. The fund ranks #28 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Tata Equity Opportunities Fund - B Growth has delivered a CAGR of 8.34% — -5.11 pp behind the Large & Mid Cap Fund category average of 13.45%. The fund ranks #25 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Tata Equity Opportunities Fund - B Growth has delivered a CAGR of 10.25% — -1.64 pp behind the Large & Mid Cap Fund category average of 11.89%. The fund ranks #23 of 32 in its category — the third (Q3) quartile.

₹1 lakh invested in Tata Equity Opportunities Fund - B Growth exactly 10 years ago would be worth approximately ₹318,140 today — a multiplier of 3.18×, based on the 10-year CAGR of 12.27%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

A ₹10,000 monthly SIP in Tata Equity Opportunities Fund - B Growth over the last 5 years — total invested ₹600,000 — would be worth ₹711,670 today. That's an XIRR (money-weighted annualised return) of 6.76%.

A ₹10,000 monthly SIP for 10 years in Tata Equity Opportunities Fund - B Growth = ₹1,200,000 invested. It would currently be worth ₹2,202,171 (multiplier 1.84×). XIRR: 11.67%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Equity Opportunities Fund - B Growth ranks #23 out of 32 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.89%; this fund delivered 10.25%.

The worst peak-to-trough decline Tata Equity Opportunities Fund - B Growth has experienced over the last 5-year window is 23.05% — its NAV fell from a high on 23 Sep 2024 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Equity Opportunities Fund - B Growth averaged 13.24% (best 23.82%, worst -2.85%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, Tata Equity Opportunities Fund - B Growth returned 1.81% — lagging the Large & Mid Cap Fund category average of 2.91% by 1.09 pp. It ranked #21 of 32 in its category that year.

Tata Equity Opportunities Fund - B Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Tata Equity Opportunities Fund - B Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.0%. 5-year CAGR: 10.25%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.