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    Tata Mutual Fund 2

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    mahesh2037
    The document provides an overview and introduction to Tata Mutual Funds. It discusses what a mutual fund is, the different types of mutual fund schemes, frequently used terms, advantages of mutual funds, an overview of Tata Mutual Fund including its assets under management and investment philosophy focused on long-term results. It also outlines the core values of Tata, board of directors, sample equity and balanced fund products, and a 4 step process for easy investment.

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    Tata Mutual Fund 2

    Uploaded by

    mahesh2037
    482 views14 pages
    The document provides an overview and introduction to Tata Mutual Funds. It discusses what a mutual fund is, the different types of mutual fund schemes, frequently used terms, advantages of mutual funds, an overview of Tata Mutual Fund including its assets under management and investment philosophy focused on long-term results. It also outlines the core values of Tata, board of directors, sample equity and balanced fund products, and a 4 step process for easy investment.

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    The document provides an overview and introduction to Tata Mutual Funds. It discusses what a mutual fund is, the different types of mutual fund schemes, frequently used terms, advantages of mutual funds, an overview of Tata Mutual Fund including its assets under management and investment philosophy focused on long-term results. It also outlines the core values of Tata, board of directors, sample equity and balanced fund products, and a 4 step process for easy investment.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    482 views14 pages

    Tata Mutual Fund 2

    Uploaded by

    mahesh2037
    The document provides an overview and introduction to Tata Mutual Funds. It discusses what a mutual fund is, the different types of mutual fund schemes, frequently used terms, advantages of mutual funds, an overview of Tata Mutual Fund including its assets under management and investment philosophy focused on long-term results. It also outlines the core values of Tata, board of directors, sample equity and balanced fund products, and a 4 step process for easy investment.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 14

    Presentation on

    Tata Mutual Funds


    Presented By:-
    Group B
    Mutual Funds
    • A Mutual Fund is a trust that pools the savings of a
    number of investors who share a common financial goal.
    • The money thus collected is then invested in capital
    market instruments such as shares, debentures and
    other securities.
    • The income earned through these investments and the
    capital appreciation realized are shared by its unit
    holders in proportion to the number of units owned by
    them.
    • Thus a Mutual Fund is the most suitable investment for
    the common man as it offers an opportunity to invest in a
    diversified, professionally managed basket of securities
    at a relatively low cost.
    Mutual Fund Operation Flow Chart
    TYPES OF MUTUAL FUND
    SCHEMES
    BYSTRUCTURE OTHER SCHEMES

    • Open - Ended Schemes • Tax Saving Schemes


    • Close - Ended Schemes • Special Schemes
    • Interval Schemes • Index Schemes
    • Sector Specific Schemes
    BY INVESTMENT
    OBJECTIVE

    • Growth Schemes
    • Income Schemes
    • Balanced Schemes
    • Money Market Schemes
    FREQUENTLY USED TERMS
    • Net Asset Value (NAV)
    • Sale Price
    • Repurchase Price
    • Redemption Price
    • Sales Load
    • Repurchase or ‘Back-end' Load
    ADVANTAGES OF MUTUAL
    FUNDS
    • Professional Management • Transparency
    • Diversification • Flexibility
    • Convenient Administration • Choice of schemes
    • Return Potential • Tax benefits
    • Low Costs • Well regulated
    • Liquidity
    Overview
    • Tata Mutual Fund manages around Rs. 20,489.00 crores
    (average AUM for the month) as on August 31, 2009
    worth of assets across its varied offerings.
    • Tata Mutual Fund offers an investment option for a
    businessman or salaried professional, a retired person or
    housewife, an aggressive investor or a conservative
    capital builder.
    • The Tata Asset Management philosophy is focused on
    seeking consistent, long-term results.
    • Tata Asset Management aims at overall excellence,
    within the framework of transparent and rigorous risk
    controls.
    Introduction
    • Tata Asset Management Ltd is a part of the Tata group,
    one of India's largest and most respected industrial
    groups, renowned for its adherence to business ethics.
    • The Group has always believed in returning wealth to the
    society that it serves.
    • Nearly two-thirds of the equity of Tata Sons, the Group's
    promoter company, is held by philanthropic trusts, which
    have created a host of national institutions in the natural
    sciences, medical care, energy and the arts.
    • The trusts also give substantial annual grants and
    endowments to deserving individuals and institutions in
    the areas of education, healthcare and social uplift.
    Core Values

    The five core Tata values are:


    Integrity
    Understanding:
    Excellence:
    Unity
    Responsibility
    Board of Directors
    Tata Trustee Company Tata Asset Management
    Private Limited Limited

    • Mr. S. M. Datta (Chairman) • Mr. F. K. Kavarana


    • Mr. I. Hussain (Director) (Chairman)
    • Mr. J. N. Godrej (Director) • Mr. Ved Prakash Chaturvedi
    • (Managing Director)
    Mr. Nowroze J. N. Vazifdar
    (Director) • Mr. A. R. Gandhi (Director)
    • Mr. M. L. Apte (Director)
    • Mr. A. Hasib (Director)
    PRODUCTS
    Equity Products

    Tata Pure Equity Fund


    Tata Tax Saving Fund
    Tata Select Equity Fund
    Tata Life Sciences & Technology Fund
    Tata Equity Opportunities Fund
    Tata Index Fund
    Tata Growth Fund
    Tata Equity P/E Fund
    BALANCED FUNDS
    Tata Balanced Fund
    Tata Young Citizens' Fund
    Tata SIP Fund Scheme II
    Tata Smart Investment Plan -1
    How to Invest
    4 easy steps to Wealth Creation
    • Invest a fixed amount of say Rs.10,000 or more
    • Your investment will go to the Tata Liquid Fund
    Regular Investment Plan (RIP) - Growth option
    • You will be allotted units in your Account
    • Every month Rs.1000 or more (as specified by
    you) will be transferred to the Tata Pure Equity
    Fund from your Tata MF EasyInvest Account
    Thank You

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