Tata BSE Multicap Consumption 50:30:20 Index Fund: Key things investors must know

Tata BSE Multicap Consumption 50:30:20 Index Fund

The Tata BSE Multicap Consumption 50:30:20 Index Fund offers investors exposure to large, mid, and small-cap companies at the heart of India’s consumption economy. This open-ended index fund mirrors the performance of the BSE Multicap Consumption 50:30:20 Index (TRI).

Investment objective

To provide long-term capital appreciation by generating returns that closely track the performance of the BSE Multicap Consumption 50:30:20 Index (TRI), subject to tracking error.

Who should consider this fund

• Investors with a long-term investment horizon

• Those seeking diversified exposure to the consumption sector across market caps

• Individuals interested in **passive index-based investing

Fund Type: Open-ended index fund replicating/tracking the benchmark index

Benchmark: BSE Multicap Consumption 50:30:20 Index (TRI)

Plans: Regular Plan and Direct Plan

Both the plans under the scheme offer growth & income distribution cum capital withdrawal option. Income Distribution cum capital withdrawal option under each Plan further offers of choice of Payout of Income Distribution cum capital withdrawal Option, Reinvestment of Income Distribution cum capital withdrawal Option.

About Tata Mutual Fund

The scheme is managed by Tata Asset Management Pvt. Ltd. and the trustee is Tata Trustee Co. Pvt. Ltd.

Moderate to high risk: Suitable for investors comfortable with market volatility and seeking long-term, index-linked returns. (Risk level may change after NFO based on the actual portfolio.)