Investment Objective of Tata Flexi Cap Fund
Tata Flexi Cap Fund aims to generate medium to long term capital appreciation for its investors.
Investment Strategies of Tata Flexi Cap Fund
- The fund is an actively managed diversified equity fund that invests in companies across different sectors and market cap segments.
- It focuses on companies having sustainable business models, high growth, low debt and market leadership.
- The primary criteria for stock selection are sector, segment or company potential and not market capitalisation or size
- It is an actively managed fund, which closely monitors macro-economic environment and other major industry drivers
- The fund also takes high conviction bets with significant overweight positions in stocks having high potential
- The fund focuses on the fundamental strengths of business and company
- The fund seeks to build a portfolio of well researched companies and seeks to be present on the right side of the market
- To manage risk, the fund manager diversifies the portfolio across stocks or sectors and regularly monitors the exposure limits.
Who Should Invest in Tata Flexi Cap Fund?
Tata Flexi Cap Fund is suitable for those investors who:
- seek capital appreciation over long-term
- seek exposure to equity and equity related instruments across market segments
- seek to reduce risk through effective portfolio diversification