📌 Key Details of Tata Multi Sector Passive FoF
| Feature | Details |
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| Fund Type | Open-ended Fund of Funds (FoF) |
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| Investment Focus | Passive equity mutual funds & ETFs across multiple sectors |
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| Objective | Long-term capital appreciation via dynamic sector allocation |
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| NFO Period | Opens: June 22, 2026 → Closes: July 6, 2026 |
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| Reopen Date | July 14, 2026 |
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| Minimum Investment | ₹5,000 (multiples of ₹1 thereafter) |
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| Exit Load | 0.50% if redeemed within 30 days; Nil thereafter |
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| Benchmark | Nifty 500 Total Return Index (TRI) |
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| Risk Level | Very High |
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| Fund Manager | Rahul Singh |
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| ISIN Codes | INF277KA1ES2 (Regular Growth), INF277KA1EV6 (Direct Growth), others for IDCW options |
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🎯 Investment Strategy
- Rules-based allocation: Uses momentum signals, sector outlook, and macroeconomic conditions.
- Diversification: Exposure to IT, pharma, PSU banks, infrastructure, manufacturing, consumption, and more.
- Tax efficiency: Rebalancing within FoF does not attract capital gains tax.
- Fund manager discretion: Allows tactical shifts to capture sudden sector moves.
⚠️ Risks & Considerations
- Sector rotation risk: Past momentum is not indicative of future performance.
- High risk classification: Suitable only for investors with high risk tolerance.
- Market cycle dependency: Sector leadership changes over time; timing remains challenging.
- Exit load: Short-term redemptions (within 30 days) incur 0.50% exit load.
📞 Contact & Investor Info
- AMC: Tata Asset Management Pvt Ltd, Parinee Crescenzo, BKC, Mumbai.
- Registrar: Computer Age Management Services Ltd.
- Helpline: 1800-209-0101 (Tata Mutual Fund), 1800-2100-940 (NSE Invest support).
