Solution Oriented
Retirement
Moderately High
Investment Returns (CAGR)
1 yr.
8.5
3 yr.
7.47
5 yr.
8.91
Since Inception.
9.5%
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.)
164 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF277K01QM5
Expense Ratio
0.96%
Minimum SIP (Rs.)
500
Launch Date
09-Jan-2013
Fund House
Tata Mutual Fund
Exit Load
Exit load of 1% if redeemed before 61 months.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. ;
Solution Oriented
Retirement
Moderately 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.)
164 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF277K01QM5
Expense Ratio
0.96%
Minimum SIP (Rs.)
500
Launch Date
09-Jan-2013
Fund House
Tata Mutual Fund
Exit Load
Exit load of 1% if redeemed before 61 months.
1 yr. 8.5
3 yr. 7.47
5 yr. 8.91
Since Inception. 9.5%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. ;