TATA Balanced Advantage Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option

TATA Balanced Advantage Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option is a scheme launched by Tata Mutual Fund on January 28, 2019, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 9,825.94 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.7% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.

• Performance:

  TATA Balanced Advantage Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option trailing returns over different times are 0.56% (1 year), 10.43% (3 year) and 12.7% (5 year). The average annual return of this fund stands at 3%.