Tata Mutual Fund Innovative Strategies For Financial Success
What is Tata Mutual Fund? • It is one of the most trusted and valued asset management companies in India. • Tata Mutual Fund has earned the trust of millions of investors. • The AMC has delivered consistent performance using world class investment strategies. • Tata MF aims to enhance the financial stability of every Indian. • The schemes provided by Tata MF aims for overall excellence within the framework of transparent and rigorous risk controls.
What Makes it Stand Out? Consistency The funds deliver consistent returns in the long term
Services Best quality services are provided for asset management
Stability The AMC aims to deliver stable gains under every market conditions
Flexibilty Tata MF provides scheme for every kind of investor
Best Schemes of Tata Mutual Fund • Tata Retirement Savings Fund - Progressive Plan • Tata Equity PE Fund • Tata Treasury Advantage Fund • Tata Hybrid Equity Fund • Tata India Tax Plan
Tata Retirement Savings Fund: Progressive Plan • It is a solution oriented mutual fund which aims for creating long term wealth for the post retirement era. Allocation
Category:
Equity: Multi Cap
Assets:
Rs 650 crore (As on Jun 30, 2019)
Expense:
2.47% (As on Jun 30, 2019)
Fund House:
Tata Mutual Fund
Launch Date:
1-Nov-11
Benchmark:
S&P BSE Sensex TRI
Gi ant (%)
La rge (%)
Mid (%)
Sma ll (%)
Tata Equity PE Fund It is a value oriented mutual fund which has delivered outstanding returns to the investors in the long term. It is ideal for long term investment. Category:
Equity: Value Oriented
Assets:
Rs 5,499 crore (As on Jun 30, 2019)
Expense:
1.88% (As on Jun 30, 2019)
Fund House:
Tata Mutual Fund
Launch Date: Benchmark:
29-Jun-04 S&P BSE Sensex TRI
Allocation
Gi a nt (%)
La rge (%)
Mi d (%)
Sma l l (%)
Tata Hybrid Equity Fund It is an aggressive hybrid mutual fund which is ideal for first time investment as it provides risk adjusted returns from a mixed portfolio of equity and debt.
Category:
Hybrid: Aggressive Hybrid
Assets:
Rs 4,571 crore (As on Jun 30, 2019)
Expense:
1.93% (As on Jun 30, 2019)
Fund House:
Tata Mutual Fund
Launch Date: Benchmark:
8-Oct-95 CRISIL Hybrid 25+75 Aggressive Index
Asset Allocation
Equi ty
Debt
Ca s h Equi va l ent
Tata India Tax Plan This is an ELSS scheme launched by Tata Mutual Fund which can allow tax deduction of up to Rs 46,800 every year. It has a lock-in period of 3 years. Allocation
Category:
Equity: ELSS
Assets:
Rs 1,903 crore (As on Jun 30, 2019)
Expense:
2.12% (As on Jun 30, 2019)
Fund House:
Tata Mutual Fund
Launch Date: Benchmark:
31-Mar-96 S&P BSE Sensex TRI
Gi a nt (%)
Large (%)
Mi d (%)
Sma l l (%)
Fund Management Staf
Murthy Nagarajan
Pradeep Gokhale
Rupesh Patel
Gopal Agrawal
Tata Mutual Fund has a team of highly experienced fund managers who take concerned calls to achieve the desired objective according to the market conditions and investment objective of the mutual fund.
Choose the one that is best-suited for you
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 23-7-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.