The presentation covers all the details about Tata AMC. It gives an investor a clear overview on Tata Mutual Fund that an investor wants to know. It covers an overview on tata mutual funds with brief description on all its top performing tata schemes and the fund management staff.

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
Stability
The AMC aims to deliver stable
gains under every market
conditions
Services
Best quality services are provided
for asset management
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.
Allocation
Giant (%) Large (%) Mid (%) Small (%)
Category: Equity: Multi Cap
Assets: Rs 650 crore (As on Jun 30, 2019)
Expense: 2.47% (As on Jun 30, 2019)
Fund House: Tata Mutual Fund
Launch Date: 1-Nov-11
Benchmark: S&P BSE Sensex TRI

6. Tata Equity PE Fund
Allocation
Giant (%) Large (%) Mid (%) Small (%)
Category: Equity: Value Oriented
Assets: Rs 5,499 crore (As on Jun 30, 2019)
Expense: 1.88% (As on Jun 30, 2019)
Fund House: Tata Mutual Fund
Launch Date: 29-Jun-04
Benchmark: S&P BSE Sensex TRI
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
Asset Allocation
Equity Debt Cash Equivalent
Category: Hybrid: Aggressive Hybrid
Assets: Rs 4,571 crore (As on Jun 30, 2019)
Expense: 1.93% (As on Jun 30, 2019)
Fund House: Tata Mutual Fund
Launch Date: 8-Oct-95
Benchmark: CRISIL Hybrid 25+75 Aggressive Index
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
Allocation
Giant (%) Large (%) Mid (%) Small (%)
Category: Equity: ELSS
Assets: Rs 1,903 crore (As on Jun 30, 2019)
Expense: 2.12% (As on Jun 30, 2019)
Fund House: Tata Mutual Fund
Launch Date: 31-Mar-96
Benchmark: S&P BSE Sensex TRI
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
Murthy Nagarajan Pradeep Gokhale Rupesh Patel Gopal Agrawal
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.