Tata Mutual Fund
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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

At 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.


Pradeep Gokhale : Co - Fund - Manager

Pradip GokhaleMr. Gokhale, B.Com, CA and CFA with over 21 years of experience. In the past, he has worked with Lubrizol India, Tata International Ltd. and Bombay Dyeing in the finance and taxation departments. He was Deputy General Manager with Credit Analysis and Research Ltd. He joined Tata Asset Management Ltd. as Deputy General Manager, Investment in 2004.


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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*
1,000/- or 100 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.


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