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Tata Mutual Fund - Innovative Strategies For Financial Success

This presentation covers an overview on tata mutual fund. Also it covers the relevant information on top performing tata mutual funds and the fund management staff.

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Tata Mutual Fund - Innovative Strategies For Financial Success

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  1. Tata Mutual Fund Innovative Strategies For Financial Success

  2. What is Tata Mutual Fund? • It is one of the most trusted and valued asset management companies in India. • Tata Mutual Fund has earned the trust of millions of investors. • The AMC has delivered consistent performance using world class investment strategies. • Tata MF aims to enhance the financial stability of every Indian. • The schemes provided by Tata MF aims for overall excellence within the framework of transparent and rigorous risk controls.

  3. What Makes it Stand Out? Consistency The funds deliver consistent returns in the long term Services Best quality services are provided for asset management Stability The AMC aims to deliver stable gains under every market conditions Flexibilty Tata MF provides scheme for every kind of investor

  4. Best Schemes of Tata Mutual Fund • Tata Retirement Savings Fund - Progressive Plan • Tata Equity PE Fund • Tata Treasury Advantage Fund • Tata Hybrid Equity Fund • Tata India Tax Plan

  5. Tata Retirement Savings Fund: Progressive Plan • It is a solution oriented mutual fund which aims for creating long term wealth for the post retirement era.

  6. Tata Equity PE Fund It is a value oriented mutual fund which has delivered outstanding returns to the investors in the long term. It is ideal for long term investment.

  7. Tata Hybrid Equity Fund It is an aggressive hybrid mutual fund which is ideal for first time investment as it provides risk adjusted returns from a mixed portfolio of equity and debt.

  8. Tata India Tax Plan This is an ELSS scheme launched by Tata Mutual Fund which can allow tax deduction of up to Rs 46,800 every year. It has a lock-in period of 3 years.

  9. Fund Management Staff Gopal Agrawal Murthy Nagarajan Rupesh Patel Pradeep Gokhale Tata Mutual Fund has a team of highly experienced fund managers who take concerned calls to achieve the desired objective according to the market conditions and investment objective of the mutual fund.

  10. Choose the one that is best-suited for you Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 23-7-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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