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Tata Balanced Advantage Reg-IDCW
Investment details
-
Min SIP amount
₹ 100
-
Min Lumpsum
₹ 5000
-
Lock In
0
-
Expense ratio
1.69%
-
Exit load
0.50% Exit load of 0.50%, if redeemed within 30 days.
L After 365 days
Fund details
View Fund Documents-
Fund size
₹ 10,031 Cr
-
Plan
REGULAR
-
Launch date
9 Jan 2019
-
Fund type
OPEN
-
Fund benchmark
CRISIL Hybrid 50+50 Moderate Index
-
ISIN
INF277K012S0
Risk Associated
Very High
- Investors be aware that principal under this fund will be at Very High risk.
- This product is suitable for investors who are seeking capital appreciation over long term
About AMC
View All Mutual Funds-
Funds Offered
66
-
AUM
₹ 2,16,527 Cr
-
Website
About
Tata Mutual fund is part of the Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management. As a leading Indian investment manager, they understand that managing wealth is as important as the creation of it.Their emphasis being on delivering superior long-term risk-adjusted performance, they follow a disciplined approach to investment and risk management.
Fund Manager
View All Mutual Funds-
Funds Offered
10
-
AUM
₹ 41,385 Cr
-
Highest Return
18.26%
About
Sailesh Jain Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
Frequently Asked Questions
View AllWhat is the current NAV of Tata Balanced Advantage Reg-IDCW?
The current NAV of Tata Balanced Advantage Reg-IDCW is ₹ 20.1473
How much does Tata Balanced Advantage Reg-IDCW charge as expense ratio?
The expense ratio of Tata Balanced Advantage Reg-IDCW is 1.69%
How to Redeem Tata Balanced Advantage Reg-IDCW Regular Growth?
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
What are the steps to invest in Tata Balanced Advantage Reg-IDCW?
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
Can I invest in Tata Balanced Advantage Reg-IDCW through both SIP and lump sum?
You can invest in Both SIP & Lumpsum in Tata Balanced Advantage Reg-IDCW based on your investment objective and risk profile.
What is the return of Tata Balanced Advantage Reg-IDCW?
For Tata Balanced Advantage Reg-IDCW, 3-year return is 10.17% per annum and 5-year return is 12.4% per annum. Check the return performance in detail on the page.
What is the lock-in period in Tata Balanced Advantage Reg-IDCW?
The lock-in-period of Tata Balanced Advantage Reg-IDCW is 0 years.
How to Start your Investing journey on Tata Moneyfy?
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Create account
Register your mobile number and email ID with Moneyfy
Complete KYC
Set up your account and update your KYC details
Start investing
Once we verify your KYC details, you’re ready to start investing!
Scan the QR code to download the app
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