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Tata Mutual Fund has announced some fundamental changes in the below mentioned schemes. The change is effective from August 26, 2026.
Scheme name changes:
| Existing Scheme Name | New Scheme Name |
|---|---|
| Tata ELSS Fund | Tata ELSS - Tax Saver Fund |
| Tata Floating Rate Fund | Tata Floating Interest Rates Fund |
| Tata GSF | Tata Gilt Fund |
| Tata Short Term Bond Fund | Tata Short Term Fund |
| Tata Treasury Advantage Fund | Tata Ultra Short to Short Term Fund |
Asset allocation changes:
| Particulars | Existing % | Revised % |
|---|---|---|
| Equity and equity related instruments | 65 - 100 | 80 - 100 |
| Debt and money market instrument | 0 - 35 | 0 - 20 |
| Units issued by InvITs | 0 - 10 | 0 - 10 |
| Particulars | Existing % | Revised % |
|---|---|---|
| Equity and equity related instruments | 70 - 100 | 80 - 100 |
| Debt and money market instrument | 0 - 20 | 0 - 20 |
| Commodities | - | 0 - 20 |
| Particulars | Existing % | Revised % |
|---|---|---|
| Equity and equity related instruments | 65 - 100 | 80 - 100 |
| Debt and money market instrument | 0 - 35 | - |
| Commodities | - | 0 - 20 |
| Units issued by InvITs | 0 - 10 | 0 - 10 |
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