Buying Our Fund

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Ways to Invest

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Want to Invest, but don’t know how?

Simply follow four steps

Invest a fixed amount of say Rs.10,000 or more

Your investment will go to the Tata Treasury Advantage Fund - 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 Large Cap Fund from your Tata MF EasyInvest Account

Presenting TATA MF EasyInvest

A unique idea designed to let your hard earned savings work harder for you at low risk by allowing you to invest in two different funds Tata Treasury Advantage Fund & Tata Large Cap Fund together.

Tata Treasury Advantage Fund

Inception

06 Sep 2005

Fund Size (AUM)

2,378.35 Cr

Benchmark

CRISIL Low Duration Debt A-I Index

returns

1 Year

7.78%

3 Years

6.46%

5 Years

6.18%

Instruments

Tata Large Cap Fund

Inception

07 May 1998

Fund Size (AUM)

2,405.1 Cr

Benchmark

Nifty 100 TRI

returns

1 Year

13.91%

3 Years

14.40%

5 Years

16.92%

Sectors

Advantages of Easy Invest

Ease of execution

The Easy Invest mode of investment saves the time and effort involved in giving multiple instructions to the mutual fund to redeem from one scheme and invest in another and converts it into a single instruction, to be executed over the defined period.

Better returns potential

It gives the investor an opportunity to earn a potentially better return as compared to returns from a savings bank account.

Averaging of cost

By investing regularly the investor gets the benefit of “Rupee Cost averaging” and benefits from the volatility in the share market.

Invest in Mutual Funds

Investing in mutual funds may be a good way to grow your wealth. Due to their potential to generate returns higher than inflation, they may be able to assist you in achieving your financial goals.