They believe in following a value-based investment methodology which enables them to attain consistent results over the years. Units in the funds are therefore not being offered or sold within the United States/ Canada or to United States/ Canadian Persons. 03-May-2019, Exit Load change in Seven Schemes of TATA Mutual Fund, Fund News - Tata Equity P/E Fund follows the value-conscious style of investing. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 05-Nov-2018, Exit Load change in Six Schemes of Tata Mutual Fund, Fund News - Dividend distribution is subject to availability and adequacy of distributable surplus. Minimum SIP investment amount required for this scheme is ₹500. Tata MF Equity funds are suitable for investors who are seeking long-term capital appreciation over a period of 5 years or more. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.6% returns in the last one year. The equity component can vary from 20-40% approx and depends on the type of mutual fund. Regular Direct. However, the composition varies from fund to fund. Minimum SIP investment amount required for this scheme is ₹500. They also believe in flexibility, by offering a large variety of funds across various market capitalization. no dividend will be distributed. No tax is to be paid as long as you continue to hold the units. Minimum SIP investment amount required for this scheme is ₹500. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Buying good companies at an attractive P/E ratio is a good discipline, but clearly not the only anchor. 4426.79 Cr. Past performance may or may not be sustained in future. Investors may consider their own risk tolerance before investing in a scheme. Minimum Lumpsum Investment is 5000. 02-Nov-2017, Dividend Declared in Tata Equity PE Dividend Trigger B Fund, Address: 9th Floor, Mafatlal Centre, Nariman Point, Mumbai - 400021. Minimum SIP investment amount required for this scheme is ₹500. It offers funds across various categories like, equity, debt, hybrid and sectoral. Registered Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi - 110019. Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President. I/We confirm that Tata Mutual Fund/Tata Asset Management Limited (TATA AMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of TATA AMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided. Tata MF Equity funds generate higher returns than debt funds and balanced funds. levy (if applicable). Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. The Risk Measures have been calculated using calendar month returns for the last three years. No tax is to be paid as long as you continue to hold the units. Minimum SIP investment amount required for this scheme is ₹500. Currently, the funds of TATA Mutual Fund have not been registered under the United States Securities Act of 1933 (the 'Securities Act') or under the securities laws of any state and the funds have not been registered under the Investment Company Act of 1940 (the 'Investment Company Act') of the United States. Indicates a new holding since last portfolio. In the last year, its returns were 8.13%. This scheme was made available to investors on 23 Jul 1997. However, the Tata MF Equity fund doesn’t guarantee that the investment objective will be achieved. Due to various reasons beyond the control of the Investment Manager, it may be possible that in spite of appreciation in NAV there is no distributable surplus available on the record date. Investment (minimum 70%) in equity & equity related instruments of Murthy Nagarajan, Sonam Udasi is the Current Fund Manager of Tata Equity Savings Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹92 Cr and the Latest NAV as of 24 Nov 2020 is ₹36.17.

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