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Tata Balanced Advantage Fund - Investment Information
-
₹22.1
(0.49%)
Current NAV 03-12-2024
-
18.42%
Returns
-
Min. SIP ₹200000
Min. Investment ₹5000
Fund Suitability Test
Investment Objective
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.
Basic Details
Key Information About Investing Details.
- CategoryDynamic Asset Allocation
- KRACAMS
- Inv. PlanGrowth
- Launched In23-Jan-19
- BenchmarkCRISIL Hybrid 50+50 Moderate Index
- Fund TypeOpen Ended
- Fund HouseTata Mutual Fund
Investment Details
Check the Fund’s General Information
- Fund size7908.49 Cr.
- Min. Investment₹ 5000
- Min. Sip Inv.₹ 200000
- Min. Addl Inv.₹ 1000
- Expense Ratio0.31%
- Turn over43.33%
- Exit LoadFor units in excess of 12% of the investment,1% will be charged for redemption within 90 days
Fund Managers
Details of Managers and their Experience
Fund Manage : 6
Total AUM. : ₹1,786 Cr.
Fund Manage : 1
Total AUM. : ₹4,057 Cr.
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Fund Manage : 0
Total AUM. : ₹0 Cr.
AMC Office Information
Registered Office of Mutual Fund Company
- AMCTata Mutual Fund
- Emailservice@tataamc.com
- Office No022-6657 8282
- Websitehttps://www.tatamutualfund.com
- Address1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East, Mumbai - 400051
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Chat with usFrequently Asked Questions
What is a mutual fund?
In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.
What are the benefits of investing in funds?
Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.
Do mutual funds generate income?
Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.
How many types of mutual funds are there?
There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds
Who gets your money in mutual funds?
The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.