Addendums

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Addendums

Addendum to all offer documents of Tata Mutual Fund schemes for additional CAMS transaction point at Jallandhar w.e.f 18th June' 08
Addendum to all offer documents of Tata Mutual Fund schemes for additional CAMS transaction point at Margao w.e.f 11th June' 08
Change in Key Personnel - w.e.f. - May 26, 2008.
Addendum to the Offer Documents of Tata Mutual Fund Schemes' condensed Financial Information w.e.f. 2 May 2008.
Addendum in respect of change in Offer document of Tata Fixed Horizon Fund Series 17 Scheme E.
Addendum to all offer documents of Tata Mutual Fund schemes for additional CAMS transaction point at Angul w.e.f 12 May' 08.
Addendum to all Offer Documents of Tata Mutual Fund schemes regarding change in address of Porbandar Transaction Point of CAMS w.e.f. 12 May ’08
Addendum to all offer documents of Tata Mutual Fund schemes for additional CAMS transaction point at Palakkad w.e.f 22 May' 08.
Addendum to offer documents of all Tata Mutual Fund schemes regarding additional CAMS transaction point at Kolkata w.e.f. 29 April’08
Addendum to offer documents of all Tata Mutual Fund schemes regarding additional CAMS transaction point at Andheri (Mumbai) w.e.f. 29 April’08
Addendum to the offer document of Tata Growing Economies Infrastructure Fund (Plan A and Plan B) w.e.f. 2 May’08
Addendum to all Offer Documents of Tata Mutual Fund schemes regarding change in address of Nashik Transaction Point of CAMS w.e.f. 2 May’08
Addendum to all offer documents of Tata Mutual Fund schemes for additional CAMS transaction point at Bhatinda w.e.f 9 April'08
Addendum to all offer documents of Tata Mutual Fund schemes for additional CAMS transaction point at Haryana w.e.f 9 April'08
Addendum to all offer documents of Tata Mutual Fund schemes regarding shifting of Delhi Branch office w.e.f. 4 April'08
Addendum to all offer documents of Tata Mutual Fund schemes having CAMS as the registrar w.e.f. 4 April'08
Addendum to offer document of Tata Equity P/E Fund regarding change in load structure w.e.f 1 April 2008.
Addendum to offer documents of Tata Mutual Fund schemes, regarding no entry/ exit load on bonus units and on units allotted on reinvestment of dividend, w.e.f 1 April 2008
Addendum to offer document of Tata Income Plus Fund regarding change in exit load structure w.e.f. 24 March'08
Addendum to offer documents of Tata Mutual Fund schemes w.r.t. shifting of Durgapur Branch premises w.e.f. 10 March'08
Addendum to offer document of Tata Floating Rate Fund regarding change in load structure w.e.f. 7 March'08
Addendum to offer documents of Tata Mutual Fund schemes regarding shifting of premises of Goa Branch w.e.f. 3 March'08
Addendum to Offer Documents of Tata Mutual Fund schemes regarding additional transaction points of CAMS w.e.f. 25 February 2008
Clarification to the addendum dated 4th January, 2008 regarding waiver of Entry Load for Direct applications for all the schemes of Tata Mutual Fund.
Addendum to Offer Documents of all Tata Mutual Fund schemes w.e.f. 8th February 2008
Addendum to all Offer Documents of Tata Mutual Fund w.r.t additional CAMS transaction point w.e.f 29 Jan'08
Addendum to all Offer Documents of Tata Mutual Fund regarding additional transaction point of CAMS w.e.f 16 January 2008
Addendum to all Offer Documents of Tata Mutual Fund regarding additional transaction point w.e.f 16 January 2008
Addendum to Offer Documents of all Tata Mutual Fund schemes having CAMS as Registrar w.e.f. 4th Jan'08
Addendum to Offer Documents of all Tata Mutual Fund schemes regarding waiver of Entry Load for direct applicants w.e.f. 4th Jan'08
Addendum to the Offer Document of all schemes of Tata Mutual Fund regarding additional transaction point in Bhilai w.e.f. 28th Dec'07
Addendum to the Offer document of all schemes of Tata Mutual Fund w.e.f. 19 December 2007 regarding online transaction points
Addendum to the Offer document of Tata Fixed Horizon Fund Series 14 - Scheme B w.e.f 3 September 2007
Addendum to Offer Documents of all schemes of Tata Mutual Fund w.e.f. 17 December 2007 regarding shifting of Bangalore Branch Office.
Addendum to all offer documents of Tata Mutual Fund regarding 'Applicants who cannot invest' w.e.f. 23 Nov'07.
Addendum to offer document of Tata Fixed Horizon Fund - Series 13 Scheme D w.e.f. 22 Nov'07
Addendum to offer document of Tata Fixed Horizon Fund - Series 13 Scheme E w.e.f. 22 Nov'07
Addendum to Offer Documents of all schemes of Tata Mutual Fund regarding additional transaction points of CAMS w.e.f. 20th Nov'07.
Addendum to Offer Documents of all schemes of Tata Mutual Fund having CAMS as registrar w.e.f 8 November'07
Addendum to Offer Documents of all schemes of Tata Mutual Fund w.e.f. 29 October'07
Addendum to Offer Documents of all schemes of Tata Mutual Fund having CAMS as registrar w.e.f 12 November'07
Addendum to the Offer Document of Tata Indo-Global Infrastructure Fund
Addendum regarding change in SIP subscription amount wef 4th October, 2007.
Addendum for all schemes of Tata Mutual Fund having CAMS as the Registrar w.e.f. 1st October 2007
Addendum for all schemes of Tata Mutual Fund having KARVY as the Registrar w.e.f. 1st October 2007
Addendum with respect to additional Transaction Point for all schemes of Tata Mutual Fund w.e.f. 17 September 2007
Addendum with respect to additional Transaction Points for all schemes of Tata Mutual Fund w.e.f. 29 August 2007.
Change in the Offer Document of Tata Fixed Horizon Fund Series 11 - Scheme E w.e.f. 29 Aug'07
Addendum to the Offer Document of all the Scheme of Tata Mutual Fund.
Addendum to Offer Documents of all schemes of Tata Mutual Fund, regarding transmission of units
Addendum for all schemes of Tata Mutual Fund having CAMS as the Registrar w.e.f. 1st August 2007
Addendum to the Offer Document of Tata SIP Fund - Scheme II
Addendum to Offer Documents of all Schemes, regarding PAN Number, of Tata Mutual Fund w.e.f. 2 July'07
Addendum to Offer Documents of all Schemes, regarding tax treatment, of Tata Mutual Fund w.e.f. 2 July'07
Addendum with respect to the Offer Document of Tata Fixed Horizon Fund Series 8 - Scheme H w.e.f. 14 June'07
Addendum with respect to the Offer Document of Tata Fixed Horizon Fund Series 8 - Scheme G w.e.f. 11 June'07
Addendum with reference to change in OD of Tata Fixed Horizon Fund Series 10 Scheme E w.e.f 7 May, 2007
Addendum with reference to change in OD of Tata Fixed Horizon Fund Series 10 Scheme F w.e.f 25 May, 2007
Addendum with reference to change in OD of Tata Fixed Horizon Fund Series 10 Scheme H w.e.f 30 April, 2007
Addendum with reference to change in entry load of Tata Life Sciences & Technology Fund w.e.f 31 May 2007
Addendum with reference to extension of NFO of Tata Fixed Horizon Fund Series 10 Scheme F and Tata Fixed Horizon Fund Series 12 Scheme A
Addendum to the Offer Documents of Tata Mutual Fund's Schemes' condensed Financial Information w.e.f. 1 May 2007
Addendum to the Offer Document of Tata Floater Fund w.e.f. 4th April'07
Addendum in respect of an additional Karvy Transaction Point for all schemes of Tata Mutual Fund w.e.f. 21st May 2007
Addendum with respect to all schemes for which additional Karvy Transaction Points are activated w.e.f. 14th May 2007
Addendum with respect to all schemes for which additional Karvy Transaction Points are activated w.e.f. 9th May 2007
Change in exit loads of Tata Select Equity Fund, Tata Life Sciences & Technology Fund, Tata Service Industries Fund and Tata Balanced Fund w.e.f 1st May 2007
Addendum in respect of change in Offer document of Tata Fixed Horizon Fund Series 10 Scheme D
Addendum in respect of change in Offer document of Tata Fixed Horizon Fund Series 9 Scheme B
Addendum in respect of change in Offer document of Tata Fixed Horizon Fund Series 9 Scheme C
Addendum in respect of Change in Registrar for Tata Fixed Horizon Fund Series 9 Scheme B and Tata Fixed Horizon Fund Series 10 Scheme D
Addendum with respect to launch of Tata Fixed Horizon Fund Series 7 Plan B wef 16 March 2007
Addendum with respect to launch of Tata Fixed Horizon Fund Series 9 Plan F wef 16 March 2007
Addendum with respect to change in load structure of Tata Dynamic Bond Fund w.e.f. 15 March 2007.
Addendum with respect to change in load structure of Tata Growth Fund w.e.f. 1 March 2007
Addendum with respect to launch of Tata Fixed Horizon Fund Series 8 Scheme C w.e.f 15th February 2007
Change in Offer Document of Tata Fixed Horizon Fund Series 8 - Scheme F w.e.f. 7th Feb 2007
Change in Offer Document of Tata Fixed Horizon Fund Series 8 - Scheme B w.e.f. 5th Feb 2007
Change in Offer Document of Tata Fixed Horizon Fund Series 6 - Scheme C w.e.f. 19th Jan 2007
Change in Offer Document of Tata Fixed Horizon Fund Series 6 - Scheme D w.e.f. 19th Jan 2007
Change in Offer Document of Tata Fixed Horizon Fund Series 6 - Scheme E w.e.f. 18th Jan 2007
Change in Offer Document of Tata Fixed Horizon Fund Series 6 - Scheme F w.e.f. 18th Jan 2007
Change to the Offer Document regarding launch of Tata Fixed Horizon Fund Series 8 w.e.f 15th January 2007
Change to the Offer Document regarding launch of Tata Fixed Horizon Fund Series 7 w.e.f 15th January 2007
Addendum in respect of change in exit loads for Tata Pure Equity Fund, Tata Infrastructure Fund and Tata Equity Opportunities Fund w.e.f 2 Jan’07
Addendum in respect of Prevention of Money Laundering Act (PMLA) applicable to all schemes of Tata Mutual Fund w.e.f 1 Jan’07
List of Transaction Points for Tata Service Industries Fund and Tata Contra Fund
List of Transaction Points for all schemes except Tata Service Industries Fund and Tata Contra Fund
Addendum to changes in Offer Documents of all the open-ended schemes of Tata Mutual Fund w.e.f 1st December 2006.
Addendum to the Offer Document of Tata Fixed Horizon Fund Series 6 Scheme H w.e.f 28th November, 2006.
Addendum in respect of Transaction Points for all Schemes except Tata Service Industries Fund and Tata Contra Fund
Addendum in respect of Transaction Points for Tata Service Industries Fund and Tata Contra Fund
Addendum to the Offer Document of Tata Fixed Horizon Fund Series 6 – Scheme B w.e.f. 13 November 2006
Addendum in respect of change in load structure of Tata Young Citizens’ Fund w.e.f. 17 October 2006
Addendum in respect of uniform cut-off timings for applicability of Net Asset value
Implementation of Anti Money Laundering Guidelines by Mutual Funds (Effective from 1st November 2006)
Addendum for applications - Tata Liquid Fund & Tata Floating Rate Fund (Short Term Plan/Short Term Institutional Plan)
Change in cap on Investments effective 1 Sep 2006 for Tata Liquid Fund
Change in investment pattern effective 1 Sep 2006 for Tata Balanced Fund
Change in frequency of dividend payout - Tata Fixed Horizon Fund Series 6
Change in load structure effective 1st Sep 2006 - Tata Pure Equity Fund / Tata Equity Opputunities Fund / Tata
Change in Key Personnel – August 18, 2006
Change in tax treatment for all Schemes of Tata Mutual Fund effective 23 June 2006
Change in SIP/STP subscription of various schemes of Tata Mutual Fund effective 2 Jan 2006
Addendum for investment management fees for all schemes of Tata Mutual Fund effective 1 Dec 2005
Change in minimum investment amount under Tata Liquid Fund – RIP effective 1 Nov 2005
Addendum for compulsory reinvestment of dividend for schemes of Tata Mutual Fund effective 1 Nov 2005
Change in key personnel – 1 September 2005
Tata Gilt Securities Fund
Tata Fixed Horizon Fund
Tata Income Plus Fund
Change in Custodians
Key Personnel
PAN / UIN
Addendum in respect of Tata Fixed Horizon Fund – Series 1 – Schemes C, E, F
Addendum in respect of Tata Fixed Horizon Fund – Series 2 – Schemes C, A, B
Addendum in respect of Tata Fixed Horizon Fund – Series 3 – Schemes G, D, C, B, F, A
Addendum in respect of Tata Fixed Horizon Fund – Series 5 – Schemes D, C, B, A
Addendum in respect of Tata Fixed Horizon Fund – Series 6 – Schemes G, A
Addendum in respect of prospective change in NFO dates of Tata Fixed Horizon Fund Series 5 – Scheme G
Addendum in respect of change in NFO expenses of Tata Fixed Horizon Fund Series 5 – Scheme G
Addendum in respect of prospective change in NFO dates of Tata Fixed Horizon Fund Series 5 – Scheme E
Addendum in respect of prospective change in NFO dates of Tata Fixed Horizon Fund Series 5 – Scheme F
Addendum in respect of Tata Floater Fund w.e.f 1 October 2006 – Change in frequency of dividend payment