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Indian banks are resilient and have withstood the global downturn well
Source: RBI, IBEF
Increase in working population and growing disposable income will raise the demand for banking related services
High net interest margins and low NPA levels will ensure healthy business fundamentals for the sector
The roll out of innovative banking models like payments and small finance banks is a monumental step
Mobile and internet penetration along with RBI’s new measures may go a long way in helping the restructuring of the domestic banking industry.
The government is consistently supporting and promoting initiatives to bring the country’s unbankedpopulation under the banking umbrella
The digital payments system in India has evolved the most among 25 countries
Indian banks are increasingly focusing on adopting integrated approach to risk management.
Indian financial sector is emerging into a strong, transparent, comprehensive system
Source: IBEF, FICCI, AMFI, World Bank's Ease of Doing Business 2020 report
Credit, insurance & investment penetration is rising in rural areas
Innovative steps taken by the government of India to deepen reforms in the capital market
Introduction of various new products and services has pushed the existing players enhance their offerings
The share of Financial Services in India’s total Market cap is continuously rising
The AUM of the Indian MF Industry has grown 5 fold in a span of 10 years. However it is still way below global average of AUM to GDP Ratio
Investment corpus in Indian insurance sector might grow up to US$1 trillion by 2025
The fund predominantly invests in companies in Banking and Financial Services Oriented Sector with an aim to create wealth in the long run
The companies are handpicked after rigorous fundamental research which includes parameters like management competitiveness, business competitiveness, corporate governance, growth prospects, past track record etc
The fund adopts GARP approach (Growth at reasonable price) for investment.
The fund has a track record of more than 6 years
Investors aiming to grow with India’s banking & financial services sector
Investors willing to take higher risk and invest in sectoral scheme
Investors willing to build wealth over a longer period of time
| Scheme Name | Tata Banking & Financial Services Fund |
| Investment Objective | The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns |
| Type of Scheme | An open-ended equity scheme investing in Banking & Financial Services Sector |
| Fund Manager | Amey Sathe |
| Benchmark | Nifty Financial Services TRI |
| Min. Investment Amount | Rs. 5,000/- and in multiples of Re. 1/- thereafter |
| Load Structure | Entry Load: N.A Exit Load: 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment |
| This product is suitable for investors who are seeking*: | Scheme Risk-O-meter | Benchmark Risk-O-meter |
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them. |
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(It may be noted that risk-o-meter specified above is based on the scheme characteristics. The same shall be updated in accordance with provisions of SEBI circular dated October 5, 2020 on Product labelling In mutual fund schemes on ongoing basis.)
This product is suitable for investors who are seeking*:
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them. |
| Scheme Risk-O-meter
|
| Benchmark Risk-O-meter
|
(It may be noted that risk-o-meter specified above is based on the scheme characteristics. The same shall be updated in accordance with provisions of SEBI circular dated October 5, 2020 on Product labelling In mutual fund schemes on ongoing basis.)
Corporate Office Address:
Tata Asset Management Private Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051
