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Debt Products

Tata Income Plus Fund

Type of Scheme

An open-ended debt scheme

Launch Date

November 11, 2002

Fund Objective

The objective of the scheme is to provide income/ bonus distribution and / or medium to long-term capital gains while at all times emphasising the importance of safety and capital appreciation.

Fund Investment Strategy

The money will be invested in debt and money market instruments.

Asset Allocation

Instrument	% Of Corpus	Risk Profile
Debt & Debt Related Instruments	75-100	Low to Medium
Money Market	0-25	Low
Investment by the scheme in securitised debt, will not normally exceed 80% of the net assets of the Scheme. Investment in derivative instruments may be done for hedging and Portfolio balancing.

Liquidity

Resale / Repurchase / Switch on all business days.

Options Available

Plan A and Plan B
Each Plan has two options - Bonus / Income and Growth

Load Structure

Entry Load: Nil
Exit Load: Nil

Minimum Application Amount

Option A:
Rs.5,000/- & in multiples of Re.1/- thereafter.
Option B:
Rs.1,00,000/- and in multiples of Re.1/- thereafter.