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Tata Mutual Fund – Own a Piece of India

NFO Opening Date: 4th December, 2015

NFO Closing Date: 18th December, 2015

Investment Objective:

To seek long term capital appreciation by investing at least 80% of the net assets in equity/equity related instruments of the companies in Banking and Financial Services, Consumption Oriented, Digital, Pharma, Energy and Infrastructure sectors.

About the NFOs:

Tata MF is coming up with a unique theme named – Own a piece of India which involves simultaneous launch of 5 NFOs along with an existing fund.

It is a maiden new equity fund offer from the house of Tata after over 6 years. For the first time, Tata has followed a multi-manager approach which increases depth of investment management thought and decision making process. This could be a complete solution for customized/tailor made portfolio. For ease of investment, one application and one cheque would suffice for investing in these multiple schemes.

Key Scheme Features:

Type of Scheme Open -Ended Schemes
NFO Opening 4th December, 2015
NFO Closing 18th December, 2015
Options Growth, Dividend Payout & Reinvestment
Minimum Investment Rs. 5000 and in multiples of Re. 1 thereafter
Additional Investment Rs.1000 and in multiples of Re. 1 thereafter
SIP Minimum installment amount for Monthly -Rs. 500
Minimum duration - 12 months
Entry Load Nil
Exit Load 1% if redeemed within 1 year from the date of allotment

Tata Digital India

Benchmark: S&P BSE IT Index

Key Sectors: IT education/hardware/enabled services

Highlights:

  • Huge infrastructure opportunities in India
  • Large opportunity to place across the value chain
  • Make in India boost for this sector
  • Private participation has been encouraged by all governments

Tata India Consumer

Lead Fund Manager: Mr. Atul Bhole

Key Sectors: IT education/hardware/enabled services

Highlights:

  • India will be the 5th largest consumer market by 2025.
  • Higher spending power of middle class – 583 mn.
  • India will be world’s second largest smart phone market by 2016 – 200 mn. Users

Tata Banking and Financial Services

Lead Fund Manager: Mr. Pradeep Gokhale is a CFA cum CA with over 24 years of industry experience. He is also currently the fund manager of Tata Equity Opportunities, Tata Pure Equity, Tata Ethical, Tata Index funds.

Key Sectors: IT education/hardware/enabled services

Why should you consider this?

  • There are huge opportunities in the digital space.
  • IT Sector has returned 13.5% growth over the last 10 years.
  • Digital India initiative by the Govt. of India is a big boost to the sector.

Highlights:

  • Large under penetration of financial services offer significant investment opportunities
  • Retail lending could be a $1.2 tn opportunity by 2020E.
  • Benchmark index has returned 17% CAGR over the last 10 years

Tata India Pharma and Healthcare

Benchmark: CNX Pharma Index

Key Sectors: Pharmaceuticals and Healthcare services

Lead Fund Manager: Mr. Rupesh Patel has more than 15 years of experience spread across various sectors. He is also currently the fund manager of Tata Infrastructure, Tata Long Term Equity and Tata Dividend Yield funds.

Why should you consider this?

  • With gradual improvement in economic environment, Indian market should grow above 12% p.a.
  • There are attractive options in the hospital space.
  • Indian players have room for substantial growth in US market.

Tata Infrastructure

This is an existing fund.

Lead Fund Manager: Mr. Rupesh Patel

Returns:

1 year 3 year 5 year
3.01% 13.10% 13.10%

Tata Resources and Energy

Lead Fund Manager: Mr. Rupesh Patel

  • Oil and gas marketing companies, lubricants are examples of opportunities in this space.
  • Large investable universe, resource owners to utilities
  • Per capita consumption for various commodities at much below emerging market peers.

Reliance Tax Saver – Saving Tax and Creating Wealth for Investors

With an investment philosophy of investing in the potential leaders and companies with high growth prospects, reliance tax saver has been a consistent performer in its category. Last year’s blistering performance augurs well for its No. 1 ranking by Crisil and also scores very well on parameters like 3 year rolling returns. Although unlike its peers, the fund bets heavily on mid and small caps. Fund manager Ashwini Kumar’s attempt to have allocation in domestic and defence sectors cannot be underscored. The fund has given a return of 10.54% in last 1 year and 32.71 % in last 3 years which is far from its illustrious peers in the ELSS category. Generally, the fund has two or three sector calls at a time. They are mostly in line with emerging market trends. With ELSS funds comes with a three year lock in period, which gives the fund manager ample time to bet on less liquid stocks with high growth potential. We would like to recommend this fund to investors who can take extra risk for better long term return with Sec 80C benefits.



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