Tata Balanced Advantage Fund-Direct Plan-Growth - Investment Information
- Hybrid
- Dynamic Asset Allocation
- Status: Open
About This Fund
Tata Balanced Advantage Fund-Direct Plan-Growth 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.
Investment Details
Fund size
₹9,825.94 Cr.
Min. Investment
₹5,000
Min. Sip Inv.
₹2,00,000
Min. Addl Inv.
₹1,000
Expense Ratio
0.42%
Turn over
43.33%
Exit Load
Tata Balanced Advantage Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges.
Basic Details
KRA
CAMS
Inv. Plan
Growth
Launched On
28 Jan 2019
Benchmark
CRISIL Hybrid 50+50 Moderate Index
Fund Type
Open Ended
AMC Information
AMC
Tata Mutual Fund
Email
service@tataamc.com
Office No
022-6657 8282
Website
https://www.tatamutualfund.com
Address
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East, Mumbai - 400051
SIP Amount
₹
Monthly SIP Date
Tata Balanced Advantage Fund-Direct Plan-Growth
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