Insights

Changes in the scheme and benchmark names of Tata Mutual Fund

July 11, 2024 . Founders of FundsIndia

Bulletin

Investors, please note that, Pursuant to the divestment of the entire stake by SPDJ Singapore Pte Ltd (“SPDJS”) in Asia Index Private Limited (“AIPL”), the term ‘S&P’ forming the part of the name of the indices from “S&P BSE Sensex” stands deleted.

In view of the above, Unitholders/Investors are requested to note the below changes in the scheme and benchmark names of Tata Mutual Fund as follows:

1) Change in scheme name:

Particulars	Old scheme name	New scheme name
Scheme Name	Tata S&P BSE Sensex Index Fund	Tata BSE Sensex Index Fund

2) Change in benchmark name:

Scheme Name	Old benchmark name	New benchmark name
Tata S&P BSE Sensex Index Fund	S&P BSE Sensex TRI	BSE Sensex TRI
Tata Infrastructure Fund	S&P BSE India Infrastructure Index TRI	BSE India Infrastructure Index TRI
Tata Multi Asset Opportunities Fund	Composite BM with Equities Represented by S&P BSE 200 TRI	Composite BM with Equities Represented by BSE 200 TRI (Other constituents will remain the same)
Tata Quant Fund	S&P BSE 200 TRI	BSE 200 TRI