Tata Mutual Fund Launches Tata Focused Equity Fund
Mumbai – Mumbai, 15th November 2019: Tata Asset Management has announced the launch of Tata Focused Equity Fund. This open-ended equity scheme will invest in a concentrated portfolio of up to 30 stocks across market caps (i.e. Multicap).
- (1888PressRelease) December 19, 2019 - Mumbai – Tata Asset Management has announced the launch of Tata Focused Equity Fund. This open-ended equity scheme will invest in a concentrated portfolio of up to 30 stocks across market caps (i.e. Multicap).
The benchmark for Tata Focused Equity Fund will be S&P BSE 200 TRI and will be managed by Rupesh Patel.
Rupesh Patel, senior fund manager at Tata Mutual Fund said that, "The fund aims to construct a portfolio of stocks on bottom up basis following the GARP—Growth At Reasonable Price philosophy. The fund will follow multi cap approach without having any particular market cap bias or sector bias. The tilt towards any particular market cap or sector will be purely incidental and would be a result of stock selection. The objective is to have stocks based on their relative risk-reward opportunity and fundamental attributes. Further, from a Risk Management point of view, we would aim to maintain optimal liquidity."
The New Fund Offering (NFO) is open for subscription from 15th November 2019.
About the TATA Focused Equity Fund NFO Campaign:
The TATA Focused Equity Fund NFO campaign attempts to Take the Blur out of investing in Mutual Funds.
What you buy and how much of it you buy – both are important for a winning portfolio. A multibagger in a portfolio with a very small weight does not serve any meaningful purpose.
This Fund invests in a portfolio of up to 30 Equity stocks – high conviction ideas backed by meaningful allocation. High concentration helps as exceptional performance of a few stocks compensates for underperformance of others, increasing the chances of decent overall portfolio returns. Stocks are selected assessing attributes of long runway for growth, ability to grow earnings sustainably, efficient capital management and are run by competent
management teams. The fund will be a multi-cap fund with no market cap bias or sector preferences and importantly, a low churn construct.
The AMC has launched a multi-media campaign for this fund. The campaign has a universal appeal across language, age, gender, location and also to all types investors - including those testing waters.
The TVC features a protagonist who seems to have trouble viewing things. The ophthalmologist is the metaphor for the fund house or the distribution channel - IFA / Banks / Online Platforms and National Level Distributors. He helps take the "blur" out by defogging the content with Tata Focused Equity fund.
MVS Murthy, Head Marketing and Digital Communications, Tata Asset Management, said that, "Taking the blur out needs to be seen and not heard. Hence, we created a silent film. The other idea was that a visual narrative will always have common denominator of understanding. Thus, not only seasoned investors or folks in the metros, but also, first time investors and those in tier 2, tier 3 cities, would have an opportunity to connect. We are focused on helping the industry bring new investors from newer geographies. The effort is towards creating an inertial shift. “
The AMC has launched a multi-media campaign for this fund. The campaign has a universal appeal across language, age, gender, location and also to all types investors - including those testing waters.
This Fund invests in a portfolio of up to 30 Equity stocks – high conviction ideas backed by meaningful allocation. High concentration helps as exceptional performance of a few stocks compensates for underperformance of others, increasing the chances of decent overall portfolio returns. Stocks are selected assessing attributes of long runway for growth, ability to grow earnings sustainably, efficient capital management and are run by competent management teams. The fund will be a multi-cap fund with no market cap bias or sector preferences and importantly, a low churn construct.
The TVC features a protagonist who seems to have trouble viewing things. The ophthalmologist is the metaphor for the fund house or the distribution channel - IFA / Banks / Online Platforms and National Level Distributors. He helps take the "blur" out by defogging the content with Tata Focused Equity fund.
Click here for Video link on Tata Focused Equity Fund Campaign
YouTube Link: https://youtu.be/eP-aMUjLRy8
The Fund House is urging everyone to take the step and evaluate the Tata Focused Equity Fund that caters to everyone's needs.
Scheme Details:
Scheme Name: TATA FOCUSED EQUITY FUND
NFO Date: NFO Opens: 15th November 2019
Investment Objective: The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Type of Scheme: An Open Ended Equity Scheme investing in maximum 30 stocks across market caps (i.e. multicap).
Fund Manager: Rupesh Patel
Benchmark: S&P BSE 200 TRI
Min. Investment Amount: Rs. 5,000/- and in multiple of Re.1/- thereafter Additional Investment: Rs 1,000/- and in multiple of Re 1/- thereafter.
Load Structure: Entry Load: N.A.
Exit Load: 1% of the applicable NAV, if redeemed/switched out on or before expiry of 365 days from the date of allotment.
This product is suitable for investors who are seeking*:
- Long Term Capital Appreciation.
- Investment in equity & equity related instruments in a concentrated portfolio of maximum 30 stocks across market capitalisation.
- * Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
About Tata Asset Management:
Established in 1994, Tata Asset Management Ltd is the investment manager for Tata Mutual Fund. It is among the oldest and most trusted fund houses in India with an investor base of over 19 lakhs (as on 31st October 2019). Tata Mutual Fund takes pride in managing the investments of the common man right from childhood to retirement. It offers a wide choice of funds for every need across the entire risk return spectrum. These include equity funds, hybrid funds and fixed income funds.
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