TATA INFRASTRUCTURE FUND (*Eq)
* The fund manager builds the portfolio around the following parameters:
1. Endeavors to invest according to Growth at reasonable price.
2. Prefers the companies hat have a long term potential for growth.
3. Looks for structural stories: Companies with strong balance sheets and the ability to invest in emerging technologies.
4. Fund usually has significant allocations to top 5 stocks in the portfolio.
TATA DIGITAL INDIA FUND (*Eq)
* The investment strategy is a play on the capital expenditure (CAPEX) cycle in India. This gives the fund manage a variety of options in terms industries and segments to invest in.
* If the capex cycle is in the upswing, these sectors are likely to do well.
* Tata Digital India Fund follow a GARP (Growth at Reasonable Price Approach). The following are the critaria for stock selection:
1. Corporate Governance
2. Growth Prospects
3. Reasonable Valuations
TATA BALANCED ADVANTAGE FUND (*Hy)
* The fund focuses on maintaining balance between stability of the portfolio in current times and beta of the portfolio in case the pace of the recovery surprises positively.
* Seeks to provide appreciation regular income, downside protection through different assets classes.