Tata pure equity fund (OD)

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Tata pure equity fund (OD)

  1. 1. Date of issue:TATA Pure Equity Fund ( Open ended Equity Scheme) Scheme Opened on 23rd March 1998 Scheme Closed on 06th May 1998 Scheme Reopened on 15th May 1998
  2. 2. Minimum Investment: Dividend Option: Rs. 5,000/- and in multiples of Re. 1/- thereafter. Growth Option: Rs. 5,000/- and in multiples of Re. 1/- thereafter. For additional investment Rs. 1,000/- and multiples of Re. 1/- thereafter.
  3. 3. Investment Objectives: The investment objective of the Scheme is to provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
  4. 4. Investment Policies: 95% to 100% investment in listed equity & equity related instruments and up to 5% in unlisted equities.
  5. 5. Risk Factor: Trading volumes Settlement risk Liquidity risk Default risk including the possible loss of principal.
  6. 6. Past Performance Data:
  7. 7. Fees and Expenses: Entry Load: Nil Exit Load: 1% of applicable NAV.
  8. 8. Key Personnel esp Fund Manager:• Name: Pradeep Gokhale (45)• Education Qualification: B.com, CA, CFA• Total Experience: 21 Years• Experience (Assignments held during last 10 years): Credit Analysis and Research Ltd-From April 1995 to September 2004 as Deputy General Manager. Tata Asset Management Ltd- from September 2004 to date, joined as Deputy General Manager- Investment. Currently as Head Research/Senior Fund Manager- Reporting to the Head Equities.
  9. 9. Tax Benefit Information:
  10. 10. Investor Services:

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