Own a piece of India: A 5+1 mutual fund offer

Written on Thursday, December 3, 2015
By Anjaneya Gautam- Sr. VP, Mutual Funds, Bajaj Capital Ltd.

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First time in India, Tata Mutual Fund launches 5 Equity NFOs from 4th Dec 2015 under single umbrella based on the theme of “Own a Piece of India”. This theme consist of 5 new equity schemes along with 1 existing scheme, which will help an investor to gain from India’s growth and future with a single investment. “Own a Piece of India” is based on a one stop solution approach to customize the participation in India’s growth.  This approach covers the sectors capturing maximum market capitalization in S&P BSE 200 Index.

 

 Under this offering, following five New Funds are being introduced along with the existing fund - Tata Infrastructure Fund which provides income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector. The investor can choose to allocate between the six offered funds depending upon his/her individual investment requirement and risk appetite.

 

1. Tata Banking and Financial Services Fund: It is an open ended Banking and Financial Services sector scheme which seeks long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Banking & Financial services in India.

 

2. Tata India Consumer Fund: This scheme seeks long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.

 

3. Tata Digital India Fund: It seeks long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Information Technology Sector in India.

 

4. Tata India Pharma and Healthcare Fund: It seeks long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the pharma and healthcare sectors in India.

 

5. Tata Resources and Energy Fund: It seeks long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Resources and Energy sectors in India.

 

Key benefits of Own a piece of India

 

-Fund managed by 'Lead Fund Manager' and supported additionally by one or more fund managers in the portfolio management process

-Combining expertise in Research, Stock Selection & Portfolio Management from the fund manager and research team of Tata Asset Management

-Assembling diverse team of fund managers and benefit from the combined investment management experience

-Increased depth of investment management thought and decision making process in each Fund

-Individual Fund Managers to offer highest convictions and limiting risk associated with decision making

-Fund managers experience are blended to minimize dependence on the bias of a single fund manager

 

 

To add convenience, the fund comes with One Cheque One application facility, where you can invest in all 6 schemes with a single form and a single cheque.

 

 

#Mutual Fund investments are subject to market risk. Read scheme document carefully before investing. 

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