Hybrid
Aggressive Hybrid
Very High
Investment Returns (CAGR)
1 yr.
7.39
3 yr.
16.59
5 yr.
12.26
Since Inception.
14.8%
Fund Size (Rs.)
3416 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF277K01MO0
Expense Ratio
0.99%
Minimum SIP (Rs.)
150
Launch Date
01-Jan-2013
Fund House
Tata Mutual Fund
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund. ;
Hybrid
Aggressive Hybrid
Very High
Fund Size (Rs.)
3416 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF277K01MO0
Expense Ratio
0.99%
Minimum SIP (Rs.)
150
Launch Date
01-Jan-2013
Fund House
Tata Mutual Fund
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
1 yr. 7.39
3 yr. 16.59
5 yr. 12.26
Since Inception. 14.8%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund. ;
