Would Have Become--
Returns-- per annum
|₹150||₹5,000||0.29 %||4★||₹6,068||4 Years|
|Min SIP||Min Lumpsum||Expense Ratio||Rating||Fund Size (in Cr)||Fund Age|
|Min SIP||Min Lumpsum||Expense Ratio|
|4★||₹6,068 Cr||4 Years|
|Rating||Fund Size||Fund Age|
|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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.|
|1 Year||1Y||3 Years||3Y||5 Years||5Y||Max||Max|
Fund House Details
Tata Balanced Advantage Fund
|Exit Load||On or before expiry of 90 Days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 90 Days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 90 Days from the date of allotment: Nil|
Other Funds from the same Fund House
Hybrid | Aggressive Hybrid Mutual Funds | 312.4%15.6%11.3%1Y3Y5Y
Hybrid | Equity Savings Mutual Funds | 25.9%9.2%7.9%1Y3Y5Y
Hybrid | Arbitrage Mutual Funds | 54.3%4.9%-1Y3Y5Y
Hybrid | Multi Asset Allocation Mutual Funds10.8%--1Y3Y5Y
AMC Contact Details
Frequently Asked Questions
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Balanced Advantage Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"