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Tata Mutual Fund |
Tata Mutual Fund manages around Rs. 20,443.00 crores (average AUM for the month) as on July 31, 2008 worth of assets across its varied offerings. Tata Mutual Fund offers an investment option for everyone, whether you are a businessman or salaried professional, a retired person or housewife, an aggressive investor or a conservative capital builder.
Equity Schemes
Tata Equity Fund
Objective
To provide income distribution and/or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Option Available
Growth and Dividend
Entry Load
For investment amount greater than or equal to Rs.1 crore: Nil.
For investment amount less than Rs.1 crore: 2.25%.
Exit Load (as a % of the Applicable NAV)
For each investment amount of less than Rs. 1crore: 1% if redeemed on or before expiry of 6 months from the date of allotment;
For each investment amount greater than or equal to Rs.1 crore: Nil
Minimum Application Amount
Rs.5,000/- & in multiples of Re.1/- thereafter.
Tata Tax Saving Fund
Objective
To provide medium to long term capital gains along with income tax relief to its unitholders while emphasizing the importance of capital appreciation.
Option Available
Dividend
Entry Load
For Each Investment amount < Rs. 2 Crores - 2.25%.
For Each Investment amount >= Rs. 2 crore - Nil.
No entry load will be charged on investment made by the Fund of Fund Scheme.
Minimum Application Amount
Rs.500/- and thereafter in multiples of Rs.500/-
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