Hybrid
Dynamic Asset Allocation
Very High
Investment Returns (CAGR)
1 yr.
10.7
3 yr.
14.8
5 yr.
NA
Since Inception.
12.3%
Creating an account on the official website of an Asset Management Company (AMC): Tata Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: Tata Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
7673 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF277K013S8
Expense Ratio
0.32%
Minimum SIP (Rs.)
150
Launch Date
28-Jan-2019
Fund House
Tata Mutual Fund
Exit Load
For units in excess of 12% of the investment,1% will be charged for redemption within 90 days
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments. ;
Hybrid
Dynamic Asset Allocation
Very High
Creating an account on the official website of an Asset Management Company (AMC): Tata Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: Tata Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
7673 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF277K013S8
Expense Ratio
0.32%
Minimum SIP (Rs.)
150
Launch Date
28-Jan-2019
Fund House
Tata Mutual Fund
Exit Load
For units in excess of 12% of the investment,1% will be charged for redemption within 90 days
1 yr. 10.7
3 yr. 14.8
5 yr.
Since Inception. 12.3%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments. ;
