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The
Tata Group provides financial products and services
in the areas of investment and share registry through
four companies: Tata Asset Management, Tata Capital,
Tata Investment Corporation and Tata Share Registry.
Tata Asset Management
is one of India's fastest growing fund-management companies.
Established in 1995, it is also one of the oldest fund
management companies in the Indian private sector. The
company offers a wide range of investment products for
institutional and individual investors, with schemes which
include equity / debt and balanced options across the
risk-return spectrum.
- Tata
Pure Equity Fund: Invested in fundamentally
undervalued companies with a medium-term horizon.
- Tata
Equity Opportunities Fund: Aims to capitalise
on opportunities in the equity market from time to
time.
- Tata
Life Sciences and Technology Fund: Invested
mainly in fast-growing, intellectual property-driven,
new-economy sectors.
- Tata
Select Equity Fund: Invested predominantly
in growing basic sectors.
- Tata
Growth Fund: Invested in growth-oriented companies.
- Tata
Equity P/E Fund: Invested predominantly in
undervalued companies, when compared with the Bombay
Stock Exchange index (Sensex).
- Tata
Dividend Yield Fund: Invested predominantly
in stocks with higher dividend yields than that of
the Sensex.
- Tata
Tax Saving Fund: Equity-linked tax-saving scheme.
- Tata
Index Fund: Invested only in companies comprising
the S&P CNX Nifty index / Sensex.
- Tata
Balanced Fund: Balanced exposure to both equities
and debt.
- Tata
Young Citizens' Fund: Balanced scheme
with neither debt or equity allocation exceeding
50 per cent at any point of time exclusively
for children between three months and 18 years.
- Tata
Income Fund: Invested in high-quality fixed-income
securities.
- Tata
Gilt Securities Fund: Invested only in government
securities (also offers a 'retirement planning series'
targeted mainly at trustees of retirement funds.
- Tata
Short-term Bond Fund: Majority investments
in short-term, fixed-income and money-market securities.
- Tata
Income Plus Fund: Invested in high-quality
debt securities.
- Tata
Dynamic Bond Fund: Moves across asset and maturity
segments to take advantage of dynamic interest-rate
scenarios.
- Tata
Floating Rate Fund: Pure-debt scheme, invested
only in good-quality floating-rate debt, fixed-rate
debt or money-market instruments swapped for floating
returns.
- Tata
Liquid Fund: High-liquidity scheme invested
in fixed-income securities or money-market instruments
issued by highly rated corporate borrowers.
- Tata
Monthly Income Fund: No assured returns; primarily
invested in debt securities with a small percentage
(up to 10 per cent of net assets) in equities.
- Tata
MIP Plus Fund: No assured returns; monthly
income scheme that invests up to 20 per cent of assets
in equities and balance in quality debt and money-market
instruments.
- Tata
Fixed Horizon Fund: Fixed maturity scheme with
a series of options having different maturity dates.
For more information and contact
details, please see www.tatamutualfund.com
or Tata
Asset Management profile

Tata Capital
Tata Sons has set up a wholly owned financial services
subsidiary, Tata Capital to broaden the scope of its
existing financial businesses. The company provides
services ranging from capital market services, housing
finance, assets and vehicle financing, retail finance,
merchant banking and management of private equity investment
among other related activities.
Tata Capital's basket of financial products and services
for the retail customer include:
- Distribution and broking:
Sells mutual funds, IPOs and trade shares through
its network across the country, augmenting its distribution
reach significantly.
- Retail finance: Provides
personal loans, and retail loans for purchase of cars
and used cars. It will also be getting into housing
finance and credit cards.
- Wealth management:
Provides financial and investment advisory services
for the retail customer.
For more information and contact details, please see
Tata
Capital profile

Tata Investment Corporation
was established in 1937 with the key objective of
assisting in the promotion of new companies and entrepreneurs.
The company has built a portfolio of investments spread
over 230 companies, covering various Tata and non-Tata
enterprises, with a market value several times their
book value and many more multiples of the company's
paid-up capital.
For more information and contact
details, please see Tata
Investment Corporation profile

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