Flexi Cap Data As On 05-Apr-18

Objective: The scheme seeks long term capital appreciation by investing atleast 80% of it`s net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.

Smart Tip: -

Invest in TATA India Consumer via SIP or lumpsum
NA

ANNUALIZED RETURN FOR 3 YRS
>3 years

INVESTMENT HORIZON
1% for redemption within 540 days

EXIT LOAD AFTER 1 YEARS

Basic Details


Fund House Tata Asset Management Private Ltd
Launch Date 28-Dec-2015
Expense Ratio 2.60%
Fund Category Risk High
Fund Type Flexi Cap
Asset Size 740 Cr
Volatility Measures
Mean -
Std. Deviation -
Sharpe Ratio -

Investment Details


Investment Plan Growth
Return since Launch 28.69%
Minimum Investment 5,000
Exit Load 1% for redemption within 540 days% if withdrawn within 1 Year(s) No exit load if withdrawn after 1 Year(s)
Tax Impact -% of profit if withdrawn before 1 year No tax if withdrawn after 1 year

Contact Details


Fund Manager(s) Rupesh Patel
Tel. No. 1800 209 0101
Fax No. -
Website www.tatamutualfund.com
*Savings account can attract a tax rate as high as 30% depending on your personal tax rate. Debt Mutual Funds have lesser than 5% tax if held for more than three years and same tax as FDs if held for less than 3 years Arbitrage funds have zero tax