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Tata Income Plus Fund

Type of Scheme

An open ended pure debt scheme, investing only in debt & money market instruments

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 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

Minimum Application Amount

Option A:

5,000/- & in multiples of

1/- thereafter.
Option B:

1,00,000/- and in multiples of

1/- thereafter.

Kindly refer to the latest Statement of Additional Information (SAI) / Scheme Information Document (SID) along with respective Addendums pertaining to the scheme before investing.

Enter ARN Number: *
(e.g. ARN-000000-0)


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Thankyou!