* 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.

Rupesh Patel : Fund - Manager

Rupesh brings in more than 17 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Rupesh Patel joined Tata Mutual Fund in May 2008 and served assignments in equity research and as head of Portfolio Management Services vertical. Rupesh is presently the fund manager at Tata Mutual Fund managing the equity portfolio.

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).

Rupesh is a graduate in engineering from Sardar Patel University, Gujarat and holds a master’s in business administration from Sardar Patel University, Gujarat.