Description

TATA BSE MULTICAP CONSUMPTION 50:30:20 INDEX FUND reopening for ongoing subscription and redemption with SIP, STP & SWP facility effective January 01, 2026.

Summary

BSE has announced that TATA BSE MULTICAP CONSUMPTION 50:30:20 INDEX FUND will reopen for ongoing subscription and redemption transactions along with SIP (Systematic Investment Plan), STP (Systematic Transfer Plan), and SWP (Systematic Withdrawal Plan) facilities on the BSE StAR MF platform effective January 01, 2026. This follows previous Notice No. 20251208-12 which had restricted these transactions.

Key Points

  • Six plan variants of TATA BSE MULTICAP CONSUMPTION 50:30:20 INDEX FUND are now available for trading
  • Includes both Regular and Direct plans with IDCW Reinvestment, IDCW Payout, and Growth options
  • All facilities (subscription, redemption, SIP, STP, SWP) are operational
  • Specific STP investment amount ranges and minimum installment requirements apply
  • Members must follow prescribed minimum installment numbers to avoid AMC rejections

Scheme Details

The following six ISIN variants are available:

  1. Regular Plan - IDCW Reinvestment (INF277KA1EN3)
  2. Regular Plan - IDCW Payout (INF277KA1EO1)
  3. Regular Plan - Growth (INF277KA1EM5)
  4. Direct Plan - IDCW Reinvestment (INF277KA1EQ6)
  5. Direct Plan - IDCW Payout (INF277KA1ER4)
  6. Direct Plan - Growth (INF277KA1EP8)

STP Requirements

For all STP frequencies (Daily/Monthly/Quarterly), the following minimum installment requirements apply:

  • Rs. 500 to Rs. 999: Minimum 12 installments
  • Rs. 1,000 to Rs. 1,999: Minimum 6 installments
  • Rs. 2,000 and above: Minimum 3 installments

Members must select appropriate minimum installment numbers when registering STPs to avoid rejections from TATA AMC.

Compliance Requirements

  • BSE StAR MF platform members must adhere to the specified STP investment amount ranges and minimum installment numbers
  • Failure to comply with minimum installment requirements will result in rejection by TATA AMC

Important Dates

  • Effective Date: January 01, 2026 - Resumption of ongoing transactions for all facilities

Impact Assessment

This is a routine operational update with minimal market impact. It enables retail and institutional investors to resume transactions in a specific TATA mutual fund scheme that was previously closed for new subscriptions. The notice primarily affects BSE StAR MF platform members and investors interested in this consumption-focused multicap index fund. The prescribed STP requirements ensure proper transaction processing and reduce operational rejections.

Impact Justification

Routine operational notice about resumption of transactions in a specific mutual fund scheme. Affects only investors interested in this particular TATA fund on BSE platform.