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
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.
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.
Investment Policies: 95% to 100% investment in listed equity & equity related instruments and up to 5% in unlisted equities.
Risk Factor: Trading volumes Settlement risk Liquidity risk Default risk including the possible loss of principal.
Fees and Expenses: Entry Load: Nil Exit Load: 1% of applicable NAV.
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.