Tata Balanced Advantage Fund - Direct (G)

You can invest in Tata Balanced Advantage Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹100.

The latest NAV of Tata Balanced Advantage Fund - Direct (G) is ₹22.95.

Tata Balanced Advantage Fund - Direct (G) manages assets worth ₹8,538.57 Cr.

The expense ratio of Tata Balanced Advantage Fund - Direct (G) is 0.69%.

The exit load applicable on Tata Balanced Advantage Fund - Direct (G) is Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL..

As per the riskometer, Tata Balanced Advantage Fund - Direct (G) carries Moderately High risk.

Tata Balanced Advantage Fund - Direct (G) is managed by Tata Mutual Fund.

Tata Balanced Advantage Fund - Direct (G) belongs to the Dynamic Asset Allocation Fund or Balanced Advantage Fund category.

Tata Balanced Advantage Fund - Direct (G) is benchmarked against the CRISIL Hybrid 50+50 - Moderate Index.

Tata Balanced Advantage Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.

Tata Balanced Advantage Fund - Direct (G) was launched on 28 Jan 2019.

After the initial investment, you can invest in Tata Balanced Advantage Fund - Direct (G) in further multiples of ₹1,000.

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.