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Tata Contra Fund

Type of Scheme

An open-ended equity fund.

Launch Date

September 26, 2005

Fund Objective

The investment objective of the Scheme is to provide income distribution and/or medium tolong term capital gains while at all times emphasizing the importance of capital appreciation. However there is no assurance that the investment objective of the scheme will be achieved.Contrarian investing refers to buying into fundamentally sound scripts that have been overlooked by the market (for reasons of short term trend) and waiting for the market to give these stocks their real value in course of time.

Asset Allocation

Proportion** (% of Funds Available / Net Assets)
Instrument	Minimum	Maximum	Risk Profile
Equity & equity related instruments	70	100	High
Debt, Money Market and Securitised Debt instruments*	0	30	Low to Medium
* Investment by the scheme in securitised debt will not normally exceed 20% of the net assets of the scheme. ** At the time of investment. Investments in derivative instruments may be done for trading as well as hedging and Portfolio balancing. The scheme may use derivatives upto the maximum limit permitted under SEBI Regulations from time to time. No investments will be made in foreign securitised debt. If permitted by SEBI under extant regulations / guidelines, 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

Liquidity

Repurchase / Switch at prevailing NAV based prices with applicable loads on all business days.

Options Available

Dividend & Growth

Load Structure

Entry Load : Nil
Exit Load : Nil

Minimum Application Amount

Under each option minimum investment Rs. 5,000/- and in multiples of Re.1/- thereafter.