Technology Fund + Innovation fund

Technology Fund + Innovation Fund

Tata Digital India Fund
An open-ended equity scheme investing in Information Technology Sector. The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Investment Philosophy

The scheme seeks to achieve its investment objective by investing atleast 80% of it’s net assets in equity / equity related instruments of companies in Information Technology Sector in India or Overseas

Indicative list of businesses which are part of Information Technology sector is as follows:

• IT services, consulting and outsourcing companies
• IT hardware and/or software companies
• IT infrastructure providers like data centres, leased line providers etc.
• Fin tech companies
• Internet technology enabled services including e-commerce, technology platforms, IoT (Internet of Things) and other online services
• Digital service providers
• Data and data solutions providers

Please note that the above list is indicative and the Fund Manager may add such other businesses which fall part of Information Technology sector

Portfolio Positioning and Construction

The fund manager builds the portfolio around the following parameters:

• Endeavors to invest according to Growth at Reasonable Price.
• Prefers companies that have a long term potential for growth.
• Looks for structural stories: companies with strong balance sheets and the ability to invest in emerging technologies.
• Fund usually has significant allocations to top 5 stocks in the portfolio

Nippon India Innovation Fund

Invest in a Portfolio for Future Identities like

Robotics

Green Energy
Artificial Intelligence

Electric Vehicle
Virtual Reality

Innovation is changing the world at a very rapid pace.

What worked very well yesterday may get disrupted tomorrow.

Do you believe that your portfolio also needs to be kept aligned with what may work tomorrow?

Presenting a scheme that aims to select companies that are on the cutting edge of transformation and hence may drive the future of your portfolio.

Consider investing for long term in Nippon India Innovation Fund today!

Need for Innovation

• Improved brand reputation
• Cost reduction and increase in revenue
• Opportunity to enter new market segments
• Competitive advantage
• Enhanced productivity
• Adapting to changing technologies or user habits
• Protection against market challenges or threat

Types of innovations

1. Product/Service Innovation: Development of new and improved products and services
2. Process Innovation: Changes in operational procedures or tools
3. Business Innovation: A company’s transformation of its role in the market

Characteristics of Innovative Companies

• Relatively higher revenue growth than the industry combined with small market share in a large industry
• Large market share in a new industry with significant growth potential
• High gross margins giving capability of high R&D investments
• Access to global technology or partners  Access to global capital

MAINTAIN BOTH PORTFOLIO IN YOUR MUTUAL FUNDS LIST TO GAIN THE MARKET OPPORTUNITY