Tata Balanced Advantage Fund

(An Open Ended Dynamic Asset Allocation Fund)
Current NAV :
(as on )
Result

Fund Manager

Akhil-Mittal

Rahul Singh

With over 25 years of investment experience, Rahul Singh joined Tata Asset Management in October 2018 as CIO-Equities, leading the fund management and equity research teams.

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Sailesh-Jain

Sailesh Jain

With more than 18 years of experience in both fund management and broking, Sailesh Jain joined Tata Asset Management in November 2018 as Fund Manager (Equities).

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Akhil-Mittal

Akhil Mittal

At Tata Asset Management, Akhil manages debt funds including ultra-short funds, short & long duration funds and fixed income allocation in hybrid funds.

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Minimum Investment Amount

  • Purchase
    5000/-
    and in multiples of Re. 1/- thereafter
  • Additional Purchase
    1000/-
    and in multiples of Re. 1/- thereafter
  • Redemption Amt./ Units
    500/-
    or 50 units

Plans & Options

Systematic Plans

Load Structure

Entry LoadNA
Exit LoadRedemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment - Exit Load: Nil

Redemption/Switch-out/SWP/STP 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 - Exit Load: 1% of the applicable Net Asset Value (NAV)

Redemption/Switch-out/SWP/STP after expiry of 90 days from the date of allotment - Exit Load: Nil

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Currently, the funds of TATA Mutual Fund have not been registered under the United States Securities Act of 1933 (the 'Securities Act') or under the securities laws of any state and the funds have not been registered under the Investment Company Act of 1940 (the 'Investment Company Act') of the United States. Units in the funds are therefore not being offered or sold within the United States/ Canada or to United States/ Canadian Persons.

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