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Tata Tax Advantage Fund - 1

Tata Tax Advantage Fund
Overview

Tata Tax Advantage Fund – 1 (TTAF-1) is a 10 year close-ended equity linked savings scheme (ELSS). It offers Income Tax benefit to its investors under section 80 C of the Income Tax Act, 1961. As in any ELSS, investment in TTAF-1 is subject to a compulsory lock-in period of 3 years.


Asset Allocation
Instrument Proportion**
(% of Funds Available / Net Asset)		 Risk Profile
Minimum
 Maximum
 High/Medium/Low
Equity / Equity related instruments 80 100 High

Debt, money market and securitized debt instruments*

 0 20 Low to Medium

* The Scheme will invest in securitized debt upto 20% of the Net Assets of the scheme.

** At the time of investment

After three years of the date of allotment of the units, The Fund may hold upto twenty per cent of net assets of the plan in short-term money market instruments and other liquid instruments to enable them to redeem investment of those unit holders who would seek to tender the units for repurchase.

Investments in derivative instruments may be used in the manner and to the extent permissible under SEBI Regulations.

No investments will be made in foreign securitised debt.

Not more than 25% of the net assets of the scheme shall be deployed in securities lending. The Scheme would limit its exposure, with regards to securities lending, for a single intermediary, to the extent of 5% of the total net assets of the scheme at the time of lending.


Fund Manager

Rupesh Patel

Rupesh PatelAt 38, Rupesh has more than 14 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects. He has worked in Equity Research and as Head of TATA PMS investments during his association with Tata Asset Management Limited since May 2008. Prior to joining Tata Asset Management, he worked with Indiareit Fund Advisors Private Limited in their investments team and also held directorships to represent Indiareit Fund Advisors Private Limited on the boards of investee companies. He also worked as head of the corporate sector ratings group at Credit Analysis & Research Limited (CARE). Mr. Rupesh Patel is a graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat.


Portfolio Details

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Scheme Information
Objective
The investment objective of the Scheme is to provide medium to long term capital gains along with income tax benefit to its Unitholders.
Nature of scheme
A 10 years close ended equity linked saving scheme with a compulsory lock-in period of three years.
Date of Allotment
16 Mar 2006
Options / Plan
Growth Option
Dividend Option
ISIN
INF277K01HK8
Entry Load
Not Applicable
Exit Load
NIL
Min. Purchase Amount
Not applicable (Closed for subscription)
Min. Additional Purchase Amt.
Not Applicable
Min. Redemption Amt. / Units*
Rs. 500 or 50 Units
*After completion of 3 yrs. lock-in period, repurchase facility has been provided on all business days.
SIP
Not Applicable
Systematic Withdrawal Plan *

Available
Yes

Frequency
Monthly/Quarterly

Min. Withdrawal Amt.
500/-
STP
Available
*After completion of 3 yrs. lock-in period

The scheme is a close ended fund and is not available for subscription.

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