Fund Objective
To provide long-term capital appreciation by investing in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Notes
The scheme will allocate its assets between funds depending upon Fund Manager assessment based on parameters like Market Valuation indicators, Economic indicators, Yield environment, Commodity prices, Momentum of the asset classes. The exact allocation in various schemes would be decided based on the fund manager`s outlook on prevalent market conditions and changing business environment. The Fund manager will consider several economic parameters (like Current Account Deficit, fiscal deficit, interest rates, inflation), Market Valuation indicators (like Price to earnings ratios, Earnings Yield, Yield Gap, Market cap to GDP and Other market cycle indicators etc.) as inputs. The Scheme shall invest in Schemes of Tata Mutual Fund and will also have the flexibility to invest in Funds from other Mutual Funds in the industry. The selection of the underlying funds shall be made on the basis of the outlook of the Fund Manager and the Past and future performance outlook of the Scheme objective.