Tata Balanced Advantage Fund

TATA Mutual Fund has launched new Open Ended Equity Oriented Fund focusing Dynamic Asset Allocation  Predominant in equity and equity related instruments as well as in debt and money market instruments , Tata Balanced Advantage Fund.

Scheme Type:-

An open ended Dynamic Asset Allocation Equity scheme.

NFO Period:-

January 09, 2019 To January 23, 2019 and at prevailing NAV after NFO period.

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.
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.

This Scheme is suitable for investors 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.

Minimum Application Amount:-

Rs. 5000 and in multiple of Rs. 1 thereafter.

Benchmark Index:-

CRISIL Hybrid 35+65 – Aggressive Index.

Application form can be downloaded via Application Form Tata Balanced Advantage Fund

Cheque will be drawn in favor of Tata Balanced Advantage Fund.

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments