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Tata Income Fund
Objective
To provide income distribution and/ or medium to long term capital gains while at all times emphasising the importance of safety and capital appreciation.
Option Available
Half-Yearly Dividend Option / Quaterly Dividend / Periodic Dividend / Bonus/ Growth Option.
Minimum Application Amount
Rs.5,000/- & in multiples of Re.1/- thereafter for Half Yearly, Growth, Periodic Dividend & Bonus Options.
Rs.25,000/- & in multiples of Re. 1/- thereafter for Quarterly Option.
Tata Income Plus Fund
Objective
To provide income/ bonus distribution and / or medium to long-term capital gains while at all times emphasising the importance of safety and capital appreciation.
Option Available
Plan A and Plan B
Each Plan has two options - Bonus / Income and Growth
Minimum Application Amount
Option A:
Rs.5,000/- & in multiples of Re.1/- thereafter.
Option B:
Rs.1,00,000/- and in multiples of Re.1/- thereafter.
Tata Fixed Horizon Fund Series-5
Objective
To generate regular income and / or capital appreciation by investing in wide range of debt and Money Market instruments.
Option Available
Plan A : 6 months
The plan offers Dividend option and Growth option. Dividend will be compulsorily re-invested.
Minimum Application Amount
Minimum of Rs.10, 000/- and in multiples of Rs 1/- thereafter.
Tata Fixed Horizon Fund Series-6
Objective
To achieve a long term growth. The scheme seeks to achieve its investment objective by investing systematically in Equity / Equity related instruments.
Option Available
Plan C/Plan D : 13 months
The plan offers Dividend option and Growth option
Plan E/Plan F : 18 months
The plan offers Dividend option and Growth option
Minimum Application Amount
Minimum of Rs.10, 000/- and in multiples of Rs 1/- thereafter.
Tata Fixed Horizon Fund Series-13
Objective
To achieve a long term growth. The scheme seeks to achieve its investment objective by investing systematically in Equity / Equity related instruments.
Option Available
Plan B / Plan C: 371 days
Plan D / Plan E: 18 months
Minimum Application Amount
Plan B / Plan C / Plan D / Plan E:- Regular Plan:- Minimum of Rs.10, 000/- and in multiples of Rs 1/- thereafter.
Institutional Plan:- Minimum of Rs.10,00,00,00/- and in multiples of Rs 1/- thereafter.
Tata Fixed Horizon Fund Series-14
Objective
To achieve a long term growth. The scheme seeks to achieve its investment objective by investing systematically in Equity / Equity related instruments.
Tata Fixed Horizon Fund Series-17
Objective
To achieve a long term growth. The scheme seeks to achieve its investment objective by investing systematically in Equity / Equity related instruments.
Tata Fixed Horizon Fund Series-19
Objective
To achieve a long term growth. The scheme seeks to achieve its investment objective by investing systematically in Equity / Equity related instruments.
Tata Monthly Income Fund
Objective
To provide reasonable and regular monthly income along with possible capital appreciation to its unit holders.
Option Available
Monthly Income Option, Quaterly Income Option & Growth Option
Minimum Application Amount
Monthly Income and Quarterly Income: Rs.25,000/- and in multiples of Re.1/- thereafter.
Growth Option: Rs.10,000/- and in multiples of Re.1/- thereafter.
Tata Dynamic Bond Fund
Objective
To provide reasonable returns and liquidity to the unitholders.
Option Available
A (Retail Plan) with Bonus/ Income and Growth options.
Option B (Institutional Plan) with Bonus /Income and Growth options.
Minimum Application Amount
Option A: Rs.5,000/- & in multiples of Re.1/- thereafter.
Option B: Rs. 1,00,000/- and in multiples of Re.1/- thereafter.
Tata Floating Rate Fund
Objective
To generate stable returns with a low risk strategy by creating a portfolio that is substantially invested in good quality floating rate debt or money market instruments, fixed rate debt or money market instruments swapped for floating returns and fixed rate debt and money market instruments.
Option Available
Short Term Option, Long Term Option, Institution Plan.
Each option has Bonus/ Income and Growth plans.
Minimum Application Amount
For Long term and Short Term Rs 10, 000/- and in multiples of Re 1/- thereafter.
For Institutional Plan Rs 1 crore and in multiples of Re 1/- thereafter.
Tata Liquid Fund
Objective
To create a highly liquid portfolio of good quality debt as well as money market instruments so as to provide reasonable returns and high liquidity to the unitholders.
Option Available
Regular Investment Plan(RIP : Offers Daily / Fortnightly Dividends and Growth Option.
High Investment Plan (HIP): Offers Daily / Weekly / Monthly Dividends and Growth Option.
Super High Investment Plan (SHIP): Offers Daily / Weekly / Monthly Dividends and Growth Option.
Minimum Application Amount
Regular Investment Plan (RIP): Rs.10,000/- and in multiples of Re.1/- thereafter.
High Investment Plan (HIP): Rs.10 lakhs and in multiples of Re.1/- thereafter.
Super High Investment Plan (SHIP): Rs.1 crore and in multiples of Re. 1/- thereafter.
Tata MIP Plus Fund
Objective
To provide reasonable and regular income along with possible capital appreciation to its unit holders.
Other Schemes Are:
• Tata Floater Fund
• Tata Liquidity Management Fund
• Tata Treasury Manager Fund
• Tata Fixed Income Portfolio Fund
• Tata Fixed Investment Plan 1
• Tata Fixed Investment Plan 2
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