Tata Mutual Fund
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Tata Index Fund

Tata Index Fund
Overview

Tata Index Fund is a passively managed fund; The fund aims to provide returns that closely correspond to the returns of the SENSEX/NIFTY.

Indexing is a 'passive' investment approach emphasizing portfolio diversification and low portfolio trading. Indexing aims to provide returns that do not stray far from the returns of the benchmark index that the fund tracks. Index fund eliminate the active investment management risk however, due to the tracking error the returns of the index funds would be more or less equivalent to the underlying index but may not be exactly the same.


Asset Allocation
  • Under Plan A (Sensex): 95 to 100% in securities covered by BSE Sensex 0 to 5% in Money Market Instruments
  • Under Plan A (Nifty): 95 to 100% in securities covered by S & P CNX Nifty 0 to 5% in Money Market Instruments

Who should invest / Key Attributes
  • The investment objective of the Scheme is to reflect/mirror the market returns with minimum tracking errors.

Fund Manager

Sonam Udasi

Sonam Udasi Backed with 18 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 PMS 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.


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Scheme Information
Objective

The investment objective of the Scheme is to reflect/mirror the market returns with a minimum tracking error.

Nature of scheme
An Open Ended Index Linked Equity Scheme.
Date of Allotment
25 Feb 2003
Options / Plan
Tata Index Fund
Regular Plan (Routed through Distributor)
  • - Sensex
  • - Nifty
Direct Plan (w.e.f. 1st Jan 2013)
  • - Sensex
  • - Nifty
Suspended for Ongoing subscription/switch-in w.e.f. 1st October 2012
Plan B
  • - Sensex
  • - Nifty
Entry Load
NIL
Exit Load
0.25%

if redeemed on or before 7 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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