Tata Balanced Advantage Fund Regular - Plan (D)

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Dynamic Asset Allocation NAV 10.1183 0.08 22 August, 2019
  • %
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Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Dividend
Launch Date 28 January, 2019
Benchmark CRISIL Hybrid 35+65 Aggressive
Asset Size(Cr) 890 (As on Jun 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 2.35% (As on Jun 30, 2019)
Fund Manager Akhil Mittal

Investment Returns (As on 22 Aug, 2019)

  • 3 Month -2.65%
  • 6 Month 1.02%
  • 1 Year -
  • 3 Year -
  • 5 Year -
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Balanced Advantage Fund Regular - Plan (D) % % %

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