Tata Mutual Fund
  • Request a callback
    Please fill the details below & we will get in touch with you
    Fields with * marks are mandatory
    Name *

    Mobile No *

    Landline No -

    City *

    Thank You!

    We will get back to you soon.

Tata Equity Opportunities Fund

Tata Equity Opportunities Fund
Overview

The Tata Equity Opportunities Fund aims at proactively taking advantage of Potential Capital appreciation opportunities in the market. Positioned as a “stock picker's delight”, it is a diversified equity fund which undertakes rigorous research to identify opportunities in equity markets that could be for instance, turnaround companies or stocks being re-rated by the market, companies benefitting from changing economic fundamentals, etc.

It invests in small, medium and large cap stocks wherever the fund manager spots an opportunity. It is hence very actively managed and dynamic in nature, although stock picking is based on a sound bottom-up approach


Asset Allocation

65% to 100% investment in Equity & equity related instruments & up to 35% in debt & money market instruments.


Who should invest / Key Attributes
  • Ideal for Investors:
    • Looking for investment opportunities in equity markets by investing in companies undergoing re-rating or turnaround or benefiting from changing economic scenario
    • Aim to invest in fundamentally good stocks over the medium to long term horizon
  • Key Attributes:
    • A multi-cap fund, which invests in small, medium and large cap stocks wherever the fund manager spots an opportunity
    • Focus on active management of portfolio picked using bottom up approach to stock picking

Fund Manager

Rupesh Patel

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.


Pradeep Gokhale : Co - Fund - Manager

Pradip GokhaleWith over 25 years of experience, Pradeep Gokhale serves as the Senior Fund Manager at Tata Asset Management Limited.

Pradeep joined Tata Asset Management in September 2004 in investment department and was head of research prior to becoming a fund manager.

Prior to joining Tata Asset Management, he worked for 9 years with Credit Analysis and Research Ltd (CARE), where he was the head of financial sector ratings.

Pradeep started his career as a finance executive with reputed companies like Lubrizol India, Tata International and Bombay Dyeing.

Pradeep is a Chartered Accountant and a Chartered Financial Analyst. He also holds a Bachelor’s degree in Commerce.


Sonam Udasi : Co-Fund Manager

Sonam UdasiSonam Udasi - backed with 19 years of his expertise in Equities Research is presently the Fund Manager for many of the equity schemes at Tata Asset Management, since April 2016.

Sonam joined Tata Asset Management as Head Research in April 2014. He has also served as the Principal Officer for the Portfolio Management Services vertical of Tata Asset Management.

Prior to joining Tata Asset Management, Sonam headed the Research Team at IDBI Capital Market Services Ltd. for 4 years. During this tenure, IDBI Capital Research Team was rated as No. 3 “Top Most Award Winning Team” by Thomson Reuters Starmine Awards for Excellence for Fiscal Year 2013.

He started his career as an Analyst with the Quantum Group headed by Ajit Dayal, building expertise in sectors like Consumer Staples, Retail, Media, Pharma and Utilities.

He later joined JM Financial AMC as Senior Analyst reporting to the CIO. Apart from this, he has also worked with erstwhile ASK Raymond James and BRICS Securities (Head – Consumer Vertical).

Sonam has a Post Graduate Diploma in Business Administration, specializing in Finance.


Download
Enter Broker Code* ARN-
(e.g. ARN-000000-0)

Enter Sub Broker Code
Enter Sub Broker ARN
Enter EUIN Code
You can either download or view only one application at a time.

Thank you!

Scheme Information
Objective

To seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related instruments and the secondary objective is to generate consistent returns by investing in debt and money market securities. The fund will have the flexibility to invest in a wide range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification and using derivative as a risk management tool

Nature of scheme
An Open Ended Equity Scheme.
Date of Allotment
25 Feb 1993
Options / Plan
Tata Equity Opportunities Fund
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend
Entry Load
NIL
Exit Load
1.00%

if redeemed on or before expiry of 365 days from the date of allotment.

Min. Purchase Amount
5,000/-
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
500 or 50 Units
SIP
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1000/-
Quarterly 6 1000/-
4 1500/-
Systematic Withdrawal Plan

Available

Yes

Frequency

Monthly/Quarterly

Min. Withdrawal Amt.

500/-
STP
Available

*There is no minimum amount requirement in case unitholder is opting for an all units switch.


Designed & Developed by Idealake

Email a friendX

Fields with* marks are mandatory

Name* Email*

Name Email

Name Email

Name Email

Name Email

Sender Name*

Sender Email*

Message