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Tata Balanced Advantage Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
Fund House : Tata Mutual Fund

Scheme Objective

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.

Scheme Details

  • Fund manager(s)Akhil Mittal , Sailesh Jain , Rahul Singh
  • Launch date – 28-Jan-2019
  • Expense ratio – 0.38% as declared on 30-Apr-2021 (category average is 0.87%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Tata Balanced Advantage Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Tata Asset Management Ltd.
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai 400051
Tel no.: 022-6657 8282
Fax no.: 022-22613782
Website.: www.tatamutualfund.com

Forum

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