Tata Mutual Fund launches Tata Focused Equity Fund

Mutual Fund
Nov 15, 2019 by Advisorkhoj Team | Mutual Fund | 12 Downloaded

NFO period: 15th November – 29th November, 2019

Highlights of the NFO:

  • Scheme type – An open ended equity scheme investing in maximum 30 stocks across market caps (i.e multicap)

  • Investment objective – The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

  • Product suitability – This product is suitable for investors who are seeking Long Term Capital Appreciation by investing in equity & equity related instruments in a concentrated portfolio of maximum 30 stocks across market capitalisation.

  • Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter

  • Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Dividend Option (Payout and Reinvestment).

  • Fund Managers – Mr. Rupesh Patel

  • Benchmark – S&P BSE 200 TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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