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Balanced Advantage Mutual Funds

TATA BALANCED ADVANTAGE FUND

Fund Overview

Tata Balanced Advantage Fund is an open ended dynamic asset allocation fund. The fund shall invest across equity, hedged/ arbitrage opportunities and debt instruments to generate reasonable returns in various market scenarios.

KEY ATTRIBUTES

The scheme closely monitors the market behavior and dynamically allocates assets between Equity and Debt instruments

Portfolio consists of mix of equity, hedged /arbitrage opportunities and debt instruments

Equity & Debt Allocation will change as per market scenario

Who Should Invest?

  • Looking for valuation aware equity-oriented scheme
  • Looking for Investments in a mix of equity, hedged equity/arbitrage and debt portfolios



SCHEME DETAILS

  • Type of Scheme

    •  An open ended dynamic asset allocation fund
  • Category of scheme

    •  Balanced Advantage
  • Investment 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.
  • Plans

    • Regular (Routed through Distributor) & Direct Plans
    • 1. Growth
    • 2. Dividend

This product is suitable for investors who are seeking*:

Capital Appreciation along with generation of income over medium to long term period

Predominant investment in equity and equity related instruments as well as in debt and money market instruments

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

*Mutual fund investments are subject to market risks, read all scheme related documents carefully

*Mutual fund investments are subject to market risks, read all scheme related documents carefully

Sip Investment

Frequency No. of instalments Min. Amt.
Daily / weekly / monthly 12 ₹ 150/-
monthly 6 ₹ 1000/-
Quarterly 6 ₹ 1000/-
4 Rs. 1,500/
Start an Sip

Minimum Investment Amount

Purchase ₹ 5000/-
Additional Purchase ₹ 1000/- and in multiples of ₹1/- thereafter
Redemption Amt./ Units ₹ 500/- or 50 units
*There is no minimum amount requirement in case unit holder is opting for an all units switch.
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