Should I invest in Tata Pure Equity Fund?

We don't give personal investment advice. Tata Pure Equity Fund - 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: 17.6%. 5-year CAGR: 10.57%.

Tata

Tata Pure Equity Fund - Growth

Latest NAV

₹483.6309

As of

8 Jun 2026

4,967 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	-0.08%	-0.05%	-0.04	27 / 35	Q4
1W	-1.25%	-0.84%	-0.41	35 / 35	Q4
2W	-1.25%	-1.35%	+0.10	23 / 35	Q3
1M	-3.11%	-3.34%	+0.23	8 / 35	Q1
3M	-1.66%	-3.20%	+1.54	6 / 35	Q1
6M	-7.10%	-9.60%	+2.50	7 / 35	Q1
YTD	-7.57%	-9.52%	+1.95	7 / 35	Q1
1Y	-1.13%	-5.65%	+4.52	3 / 35	Q1
2Y	+2.34%	+0.23%	+2.11	11 / 35	Q2
3Y	+11.06%	+8.13%	+2.93	7 / 35	Q1
4Y	+12.02%	+9.26%	+2.76	8 / 34	Q1
5Y	+10.57%	+7.75%	+2.82	6 / 34	Q1
7Y	+11.56%	+8.97%	+2.59	13 / 34	Q2
10Y	+11.46%	+8.54%	+2.93	13 / 34	Q2
Inception	+11.25%	+8.22%	+3.02	10 / 35	Q2

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	-7.57%	-9.98%	+2.41	6 / 34
2025	+8.65%	+5.20%	+3.45	6 / 34
2024	+12.79%	+12.60%	+0.19	18 / 34
2023	+24.15%	+21.38%	+2.76	12 / 34
2022	+3.31%	+0.25%	+3.06	14 / 34
2021	+32.22%	+23.62%	+8.60	3 / 34
2020	+8.21%	+11.04%	-2.83	27 / 34
2019	+11.61%	+7.65%	+3.97	6 / 35
2018	-3.07%	-3.82%	+0.74	20 / 35
2017	+28.52%	+24.19%	+4.32	13 / 35
2016	+2.55%	+0.01%	+2.54	11 / 33

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

+14.59%

234 windows

min -51.3% · max 95.7%

79% positive

3-Year rolling

+12.37%

210 windows

min -4.0% · max 30.6%

98% positive

5-Year rolling

+12.09%

185 windows

min -0.5% · max 23.4%

99% positive

7-Year rolling

+11.83%

161 windows

min 6.5% · max 19.8%

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

12.23%

3-year · annualised

Sharpe ratio

0.39

vs risk-free 6.5%

Sortino ratio

0.66

Downside-only deviation

Max drawdown

-16.24%

Sep 2024 → Feb 2025

% positive months

63.9%

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 Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹48.6000	8 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹50.8806	8 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹40.4608	5 Jun 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹27.0390	8 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹536.6530	8 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹78.8600	8 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹39.5539	8 Jun 2026
UTI - Master Share-Growth Option	UTI	₹251.2348	8 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹314.3700	8 Jun 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹36.4300	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹483.6309
5 Jun 2026	₹488.2428
4 Jun 2026	₹488.6570
3 Jun 2026	₹489.0465
2 Jun 2026	₹491.6801
1 Jun 2026	₹489.2218
29 May 2026	₹494.4259
27 May 2026	₹500.7227
26 May 2026	₹498.5982
25 May 2026	₹500.1311

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 08 Jun 2026, the NAV of Tata Pure Equity Fund - Growth is ₹483.6309. It's a Large Cap Fund from Tata, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, Tata Pure Equity Fund - Growth has delivered a absolute return of -1.13% — +4.52 pp ahead of the Large Cap Fund category average of -5.65%. The fund ranks #3 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Tata Pure Equity Fund - Growth has delivered a CAGR of 11.06% — +2.93 pp ahead of the Large Cap Fund category average of 8.13%. The fund ranks #7 of 35 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Tata Pure Equity Fund - Growth has delivered a CAGR of 10.57% — +2.82 pp ahead of the Large Cap Fund category average of 7.75%. The fund ranks #6 of 34 in its category — the top (Q1) quartile.

₹1 lakh invested in Tata Pure Equity Fund - Growth exactly 10 years ago would be worth approximately ₹296,035 today — a multiplier of 2.96×, based on the 10-year CAGR of 11.46%. The category average over the same window would have grown ₹1 lakh to ₹226,883.

A ₹10,000 monthly SIP in Tata Pure Equity Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹741,191 today. That's an XIRR (money-weighted annualised return) of 8.38%.

A ₹10,000 monthly SIP for 10 years in Tata Pure Equity Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,178,388 (multiplier 1.82×). XIRR: 11.47%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Pure Equity Fund - Growth ranks #6 out of 34 funds in the Large Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 7.75%; this fund delivered 10.57%.

The worst peak-to-trough decline Tata Pure Equity Fund - Growth has experienced over the last 5-year window is 17.63% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. 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 Pure Equity Fund - Growth averaged 12.09% (best 23.37%, worst -0.47%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2025, Tata Pure Equity Fund - Growth returned 8.65% — beating the Large Cap Fund category average of 5.20% by 3.45 pp. It ranked #6 of 34 in its category that year.

Tata Pure Equity Fund - 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 Pure Equity Fund - 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: 17.6%. 5-year CAGR: 10.57%.

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