Tata Mutual Fund
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Tata Pure Equity Fund

Tata Pure Equity Fund
Overview

Large cap companies have stable earnings expectations and are expected to posses greater capability to handle downturns in the economy. Large cap stocks generally are less volatile and provide stability to the portfolio of investors.

Tata Pure Equity Fund is a large cap biased Fund which focuses on investing in fundamentally strong and undervalued large cap companies. The Fund adopts a mix of top down and bottom up approach to stock picking with a bias towards bottom up approach.


Asset Allocation

Atleast 70% and upto 100% investment in listed equity & equity related instruments and up to 5% in unlisted equities. 5% to 30% investment in Money Market instruments.


Who should invest / Key Attributes
  • Ideal for Investors:
    • Preferring investments in large-cap companies
    • With a long term investment horizon looking to diversify across market capitalization
  • Key Attributes:
    • Starting point for first time investors due to their lower volatility as compared to mid-cap and sectoral funds
    • Relatively stable portfolio
    • Forms the “Core” Portfolio for any investor
    • One of the ideal fund to invest in undervalued large cap companies

Fund Manager

Pradeep Gokhale

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.


Nainesh Rajani (For Overseas portfolio)

Nainesh is a commerce graduate and holds a degree in Masters in Management Studies from Mumbai University. Prior to Tata Asset management, Nainesh Worked with CNBC & JPMorgan Chase . He joined Tata Asset Management Limited in February 2007 as an Equity Research Analyst covering Engineering, Capital Goods, Cement and the Media Sector. He has over 9 years of work experience.


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Scheme Information
Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

Nature of scheme
An Open Ended Equity Scheme.
Date of Allotment
07 May 1998
Options / Plan
Tata Pure Equity Fund
Plan A (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.
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