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Scheme Information
Tata Balanced Advantage Reg IDCW-P
as of 26 May 2026, 16:56 PM
Scheme Asset Size₹9128.04 Cr
Expense Ratio1.51%
Cash Holding9.89168%
Fund TypeOpen-End
PlanDividend
BenchmarkCRISIL Hybrid 50+50 - Moderate TR INR
Launch Date2019-01-29
Exit LoadExit load of 0.50% for investments if redeemed within 30 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 1.35%
In the last 3 months -1.28%
In the last 6 months -1.06%
In the last 1 Years 2.31%
In the last 3 Years 0.31%
In the last 5 Years 0.54%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Reliance Industries Ltd | Energy | E | 4.93% |
| HDFC Bank Ltd | Financial Services | E | 4.90% |
| Bharti Airtel Ltd | Communication Services | E | 2.92% |
| Larsen & Toubro Ltd | Industrials | E | 2.55% |
| ICICI Bank Ltd | Financial Services | E | 2.04% |
| 7.34% Govt Stock 2064 | - | BT | 1.99% |
| 6.54% Govt Stock 2032 | - | BT | 1.72% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 1.64% |
| HDFC BANK LTD^ | - | DG | 1.57% |
| Shriram Finance Ltd | Financial Services | E | 1.56% |
| Godrej Properties Ltd | Real Estate | E | 1.55% |
| 7.09% Govt Stock 2054 | - | BT | 1.55% |
| National Bank for Agriculture and Rural Development | - | BD | 1.54% |
| Cummins India Ltd | Industrials | E | 1.54% |
| State Bank of India | Financial Services | E | 1.52% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 1.49% |
| Brookfield India Real Estate Trust | Real Estate | ER | 1.48% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 1.47% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 1.47% |
| Bajaj Finserv Ltd | Financial Services | E | 1.40% |
| NTPC Ltd | Utilities | E | 1.37% |
| Shree Cement Ltd | Basic Materials | E | 1.32% |
| Tata Steel Ltd | Basic Materials | E | 1.30% |
| The Federal Bank Ltd | Financial Services | E | 1.29% |
| Infosys Ltd | Technology | E | 1.27% |
| Axis Bank Ltd | Financial Services | E | 1.23% |
| PB Fintech Ltd | Financial Services | E | 1.21% |
| RELIANCE INDUSTRIES LTD^ | - | DG | 1.20% |
| Tata Capital Ltd | Financial Services | E | 1.18% |
| Bajaj Finance Ltd | Financial Services | E | 1.14% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 1.13% |
| TATA Communications Limited | - | B | 1.07% |
| Max Financial Services Ltd | Financial Services | E | 1.05% |
| Niva Bupa Health Insurance Co Ltd | Financial Services | E | 1.05% |
| 6.68% Govt Stock 2040 | - | BT | 1.03% |
| 6.82% Andhra Sgs 2036 | - | BT | 1.03% |
| Nexus Select Trust Reits | Real Estate | ER | 1.02% |
| Dr. Lal PathLabs Ltd | Healthcare | E | 1.01% |
| Delhivery Ltd | Industrials | E | 1.00% |
| Ambuja Cements Ltd | Basic Materials | E | 0.99% |
| Varun Beverages Ltd | Consumer Defensive | E | 0.95% |
| ITC Ltd | Consumer Defensive | E | 0.94% |
| 5.74% Govt Stock 2026 | - | BT | 0.93% |
| Tenneco Clean Air India Ltd | Consumer Cyclical | E | 0.93% |
| Tech Mahindra Ltd | Technology | E | 0.90% |
| Altius Telecom Infrastructure Trust Unit | Real Estate | E | 0.88% |
| 7.1% Govt Stock 2034 | - | BT | 0.88% |
| 7.32% Govt Stock 2030 | - | BT | 0.84% |
| Godrej Properties Limited | - | B | 0.82% |
| Adani Power Limited | - | B | 0.81% |
| Inventurus Knowledge Solutions Ltd | Healthcare | E | 0.80% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 0.79% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.77% |
| Bharat Petroleum Corp Ltd | Energy | E | 0.77% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 0.76% |
| Prestige Estates Projects Ltd | Real Estate | E | 0.75% |
| Adani Energy Solutions Ltd | Utilities | E | 0.72% |
| KEC International Ltd | Industrials | E | 0.67% |
| ITC LTD^ | - | DG | 0.66% |
| Tata Corporate Bond Dir Gr | - | FO | 0.61% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 0.59% |
| Tata Power Co Ltd | Utilities | E | 0.58% |
| 8.14% Gujarat Sdl 2029 | - | BT | 0.56% |
| Mahindra Rural Housing Finance Limited | - | B | 0.56% |
| Alkem Laboratories Ltd | Healthcare | E | 0.56% |
| 7.7% Andhra Sgs 2029 | - | BT | 0.55% |
| Gic Housing Finance Limited | - | B | 0.55% |
| Bharti Telecom Limited | - | B | 0.55% |
| Poonawalla Fincorp Limited | - | B | 0.54% |
| Jsw Kalinga Steel Limited | - | B | 0.54% |
| 7.32% Maharashtra Sgs 2032 | - | BT | 0.54% |
| 6.36% Himachal Pr SDL 2028 | - | BT | 0.54% |
| BRookfield India Real Estate Trust | - | B | 0.54% |
| 6.58% Karnataka Sdl 2030 | - | BT | 0.53% |
| 6.92% Govt Stock 2039 | - | BT | 0.53% |
| Power Finance Corporation Limited | - | B | 0.53% |
| BHARTI AIRTEL LTD^ | - | DG | 0.50% |
| Dabur India Ltd | Consumer Defensive | E | 0.50% |
| 7.11% Tamilnadu SDL 2029 | - | BT | 0.49% |
| INDIA UNIVERSAL TRUST AL1 | - | BY | 0.45% |
| MANKIND PHARMA LTD^ | - | DG | 0.45% |
| Mankind Pharma Ltd | Healthcare | E | 0.44% |
| Godrej Properties Limited | - | B | 0.44% |
| POLYCAB INDIA LTD^ | - | DG | 0.42% |
| Polycab India Ltd | Industrials | E | 0.42% |
| INDUSIND BANK LTD^ | - | DG | 0.41% |
| IndusInd Bank Ltd | Financial Services | E | 0.41% |
| EXIDE INDUSTRIES LTD^ | - | DG | 0.41% |
| SANSAR JAN 2025 TRUST | - | BY | 0.41% |
| Exide Industries Ltd | Consumer Cyclical | E | 0.41% |
| Metropolis Healthcare Ltd | Healthcare | E | 0.40% |
| Vedanta Ltd | Basic Materials | E | 0.39% |
| 7.18% Govt Stock 2033 | - | BT | 0.39% |
| Power Grid Corp Of India Ltd | Utilities | E | 0.38% |
| CarTrade Tech Ltd | Consumer Cyclical | E | 0.37% |
| POWER GRID CORPORATION OF INDIA LTD^ | - | DG | 0.37% |
| Sedemac Mechatronics Ltd | Consumer Cyclical | E | 0.37% |
| GRASIM INDUSTRIES LTD^ | - | DG | 0.29% |
| Grasim Industries Ltd | Basic Materials | E | 0.29% |
| Bank of Baroda | Financial Services | E | 0.29% |
| Poonawalla Fincorp Limited | - | B | 0.27% |
| Poonawalla Fincorp Limited | - | B | 0.27% |
| Bharti Telecom Limited | - | B | 0.27% |
| Power Finance Corporation Limited | - | B | 0.27% |
| Power Finance Corporation Limited | - | B | 0.27% |
| National Bank For Agriculture And Rural Development | - | B | 0.27% |
| National Bank For Agriculture And Rural Development | - | B | 0.27% |
| 6.53% Tamilnadu SDL 2031 | - | BT | 0.27% |
| HINDUSTAN UNILEVER LTD^ | - | DG | 0.26% |
| SANSAR JUNE 2024 TRUST | - | BY | 0.25% |
| LIQUID GOLD SERIES 18 | - | BY | 0.24% |
| TATA Projects Limited | - | B | 0.22% |
| MAHINDRA & MAHINDRA LTD^ | - | DG | 0.21% |
| Malco Energy Ltd | - | E | 0.18% |
| Talwandi Sabo Power Ltd | - | E | 0.18% |
| Vedanta Aluminium Metal Ltd | - | E | 0.18% |
| Vedanta Iron And Steel Ltd | - | E | 0.18% |
| 7.6% Maharashtra Sdl 2030 | - | BT | 0.17% |
| Torrent Pharmaceuticals Ltd | - | B | 0.16% |
| 6.9% Gujarat Sdl 2030 | - | BT | 0.16% |
| 6.48% Govt Stock 2035 | - | BT | 0.16% |
| ICICI BANK LTD^ | - | DG | 0.15% |
| BHARAT ELECTRONICS LTD^ | - | DG | 0.15% |
| Bharat Electronics Ltd | Industrials | E | 0.14% |
| Muthoot Finance Limited | - | B | 0.11% |
| INDIA UNIVERSAL TRUST AL2 | - | BY | 0.07% |
| GMR Airports Limited | - | B | 0.06% |
| 7.86% Haryana Sdl 2027 | - | BT | 0.06% |
| 7.38% Govt Stock 2027 | - | BT | 0.06% |
| 6.97% Govt Stock 2026 | - | BT | 0.06% |
| Nhpc Limited | - | B | 0.05% |
| 6.95% Tamilnadu SDL 2031 | - | BT | 0.05% |
| PI Industries Ltd | Basic Materials | E | 0.04% |
| Export Import Bank Of India | - | B | 0.03% |
| INDIA UNIVERSAL TRUST AL2 | - | BY | 0.03% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 0.02% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.02% |
| Tvs Motor Company Limited | - | P | 0.01451% |
| Ajanta Pharma Ltd | Healthcare | E | 0.01093% |
| Indian Railway Finance Corporation Limited | - | B | 0.00857% |
| 7.73% Karnataka Sgs 2035 | - | BT | 0.00164% |
| Max Healthcare Institute Ltd Ordinary Shares | Healthcare | E | 0.00045% |
| 7.7% Uttarpradesh Sgs 2035 | - | BT | 0.00037% |
| 5.77% Govt Stock 2030 | - | BT | 0.00018% |
| Cash Offset For Derivatives | - | CQ | 7.05% |
| Cash / Net Current Asset | - | C | 1.10% |
| E) Repo | - | CR | 0.90% |
| (D) Treps | - | CR | 0.78% |
| Container Corporation of India Ltd | - | E | - |
| Titan Co Ltd | - | E | - |
| Jindal Stainless Ltd | - | E | - |
| REC Ltd | - | E | - |
| Dixon Technologies (India) Ltd | - | E | - |
| Gic Housing Finance Limited | - | B | - |
| Siemens Ltd | - | E | - |
| Titagarh Rail Systems Ltd | - | E | - |
| Andhra Pradesh (Government of) 7.99% | - | DS | - |
| Siemens Energy India Ltd | - | E | - |
| ACC Ltd | - | E | - |
| Persistent Systems Ltd | - | E | - |
| UltraTech Cement Ltd | - | E | - |
| Tata Consultancy Services Ltd | - | E | - |
| Cholamandalam Investment And Finance Company Limited | - | B | - |
| 5.63% Govt Stock 2026 | - | BT | - |
| Kwality Walls India Ltd | - | E | - |
| Central Depository Services (India) Ltd | - | E | - |
| InterGlobe Aviation Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
61.95%
Debt
28.14%
Cash
9.89%
Equity sector allocation
Loading chart…
Basic Materials
4.34%
Communication Services
2.92%
Consumer Cyclical
4.37%
Consumer Defensive
3.86%
Energy
5.7%
Financial Services
22.41%
Healthcare
6%
Industrials
7.8%
Real Estate
5.68%
Technology
2.17%
Utilities
3.05%
Others
31.7%
Fund House Contact Details
Websitewww.tatamutualfund.com
Phone+91 22 6657 8282
Tata Asset Management Pvt Ltd
Asset Management Company
Funds in this Category
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
19.30%
24.14%
3Y Returns
+24.14%
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.30%
24.14%
3Y Returns
+24.13%
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.30%
24.14%
3Y Returns
+24.11%
About Tata Balanced Advantage Reg IDCW-P
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+9.08%
Fund Manager
Akhil Mittal
Risk Profile
Very High Risk
Expense Ratio
1.51%
Fund Size
₹9128.04 Cr
FAQ's
What has been the returns generated by Tata Balanced Advantage Reg IDCW-P over different time periods?
The Tata Balanced Advantage Reg IDCW-P has given returns
1-Year
2.31
3-Year
9.51
5-Year
9.08
What is the expense ratio of Tata Balanced Advantage Reg IDCW-P?
The expense ratio of Tata Balanced Advantage Reg IDCW-P is 1.51%.
What is the AUM (Assets Under Management) of Tata Balanced Advantage Reg IDCW-P?
The AUM, short for Assets Under Management of Tata Balanced Advantage Reg IDCW-P is ₹9128.04 Cr as of 24 Jul 4862.
What are the top stock holdings of Tata Balanced Advantage Reg IDCW-P?
The Tata Balanced Advantage Reg IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Reliance Industries Ltd | 4.93% |
| HDFC Bank Ltd | 4.90% |
| Bharti Airtel Ltd | 2.92% |
| Larsen & Toubro Ltd | 2.55% |
| ICICI Bank Ltd | 2.04% |
| 7.34% Govt Stock 2064 | 1.99% |
| 6.54% Govt Stock 2032 | 1.72% |
| Apollo Hospitals Enterprise Ltd | 1.64% |
| HDFC BANK LTD^ | 1.57% |
| Shriram Finance Ltd | 1.56% |
| Godrej Properties Ltd | 1.55% |
| 7.09% Govt Stock 2054 | 1.55% |
| National Bank for Agriculture and Rural Development | 1.54% |
| Cummins India Ltd | 1.54% |
| State Bank of India | 1.52% |
| Mahindra & Mahindra Ltd | 1.49% |
| Brookfield India Real Estate Trust | 1.48% |
| Adani Ports & Special Economic Zone Ltd | 1.47% |
| Hindustan Unilever Ltd | 1.47% |
| Bajaj Finserv Ltd | 1.40% |
| NTPC Ltd | 1.37% |
| Shree Cement Ltd | 1.32% |
| Tata Steel Ltd | 1.30% |
| The Federal Bank Ltd | 1.29% |
| Infosys Ltd | 1.27% |
| Axis Bank Ltd | 1.23% |
| PB Fintech Ltd | 1.21% |
| RELIANCE INDUSTRIES LTD^ | 1.20% |
| Tata Capital Ltd | 1.18% |
| Bajaj Finance Ltd | 1.14% |
| Sun Pharmaceuticals Industries Ltd | 1.13% |
| TATA Communications Limited | 1.07% |
| Max Financial Services Ltd | 1.05% |
| Niva Bupa Health Insurance Co Ltd | 1.05% |
| 6.68% Govt Stock 2040 | 1.03% |
| 6.82% Andhra Sgs 2036 | 1.03% |
| Nexus Select Trust Reits | 1.02% |
| Dr. Lal PathLabs Ltd | 1.01% |
| Delhivery Ltd | 1.00% |
| Ambuja Cements Ltd | 0.99% |
| Varun Beverages Ltd | 0.95% |
| ITC Ltd | 0.94% |
| 5.74% Govt Stock 2026 | 0.93% |
| Tenneco Clean Air India Ltd | 0.93% |
| Tech Mahindra Ltd | 0.90% |
| Altius Telecom Infrastructure Trust Unit | 0.88% |
| 7.1% Govt Stock 2034 | 0.88% |
| 7.32% Govt Stock 2030 | 0.84% |
| Godrej Properties Limited | 0.82% |
| Adani Power Limited | 0.81% |
| Inventurus Knowledge Solutions Ltd | 0.80% |
| HDFC Life Insurance Co Ltd | 0.79% |
| Vishal Mega Mart Ltd | 0.77% |
| Bharat Petroleum Corp Ltd | 0.77% |
| ICICI Lombard General Insurance Co Ltd | 0.76% |
| Prestige Estates Projects Ltd | 0.75% |
| Adani Energy Solutions Ltd | 0.72% |
| KEC International Ltd | 0.67% |
| ITC LTD^ | 0.66% |
| Tata Corporate Bond Dir Gr | 0.61% |
| Multi Commodity Exchange of India Ltd | 0.59% |
| Tata Power Co Ltd | 0.58% |
| 8.14% Gujarat Sdl 2029 | 0.56% |
| Mahindra Rural Housing Finance Limited | 0.56% |
| Alkem Laboratories Ltd | 0.56% |
| 7.7% Andhra Sgs 2029 | 0.55% |
| Gic Housing Finance Limited | 0.55% |
| Bharti Telecom Limited | 0.55% |
| Poonawalla Fincorp Limited | 0.54% |
| Jsw Kalinga Steel Limited | 0.54% |
| 7.32% Maharashtra Sgs 2032 | 0.54% |
| 6.36% Himachal Pr SDL 2028 | 0.54% |
| BRookfield India Real Estate Trust | 0.54% |
| 6.58% Karnataka Sdl 2030 | 0.53% |
| 6.92% Govt Stock 2039 | 0.53% |
| Power Finance Corporation Limited | 0.53% |
| BHARTI AIRTEL LTD^ | 0.50% |
| Dabur India Ltd | 0.50% |
| 7.11% Tamilnadu SDL 2029 | 0.49% |
| INDIA UNIVERSAL TRUST AL1 | 0.45% |
| MANKIND PHARMA LTD^ | 0.45% |
| Mankind Pharma Ltd | 0.44% |
| Godrej Properties Limited | 0.44% |
| POLYCAB INDIA LTD^ | 0.42% |
| Polycab India Ltd | 0.42% |
| INDUSIND BANK LTD^ | 0.41% |
| IndusInd Bank Ltd | 0.41% |
| EXIDE INDUSTRIES LTD^ | 0.41% |
| SANSAR JAN 2025 TRUST | 0.41% |
| Exide Industries Ltd | 0.41% |
| Metropolis Healthcare Ltd | 0.40% |
| Vedanta Ltd | 0.39% |
| 7.18% Govt Stock 2033 | 0.39% |
| Power Grid Corp Of India Ltd | 0.38% |
| CarTrade Tech Ltd | 0.37% |
| POWER GRID CORPORATION OF INDIA LTD^ | 0.37% |
| Sedemac Mechatronics Ltd | 0.37% |
| GRASIM INDUSTRIES LTD^ | 0.29% |
| Grasim Industries Ltd | 0.29% |
| Bank of Baroda | 0.29% |
| Poonawalla Fincorp Limited | 0.27% |
| Poonawalla Fincorp Limited | 0.27% |
| Bharti Telecom Limited | 0.27% |
| Power Finance Corporation Limited | 0.27% |
| Power Finance Corporation Limited | 0.27% |
| National Bank For Agriculture And Rural Development | 0.27% |
| National Bank For Agriculture And Rural Development | 0.27% |
| 6.53% Tamilnadu SDL 2031 | 0.27% |
| HINDUSTAN UNILEVER LTD^ | 0.26% |
| SANSAR JUNE 2024 TRUST | 0.25% |
| LIQUID GOLD SERIES 18 | 0.24% |
| TATA Projects Limited | 0.22% |
| MAHINDRA & MAHINDRA LTD^ | 0.21% |
| Malco Energy Ltd | 0.18% |
| Talwandi Sabo Power Ltd | 0.18% |
| Vedanta Aluminium Metal Ltd | 0.18% |
| Vedanta Iron And Steel Ltd | 0.18% |
| 7.6% Maharashtra Sdl 2030 | 0.17% |
| Torrent Pharmaceuticals Ltd | 0.16% |
| 6.9% Gujarat Sdl 2030 | 0.16% |
| 6.48% Govt Stock 2035 | 0.16% |
| ICICI BANK LTD^ | 0.15% |
| BHARAT ELECTRONICS LTD^ | 0.15% |
| Bharat Electronics Ltd | 0.14% |
| Muthoot Finance Limited | 0.11% |
| INDIA UNIVERSAL TRUST AL2 | 0.07% |
| GMR Airports Limited | 0.06% |
| 7.86% Haryana Sdl 2027 | 0.06% |
| 7.38% Govt Stock 2027 | 0.06% |
| 6.97% Govt Stock 2026 | 0.06% |
| Nhpc Limited | 0.05% |
| 6.95% Tamilnadu SDL 2031 | 0.05% |
| PI Industries Ltd | 0.04% |
| Export Import Bank Of India | 0.03% |
| INDIA UNIVERSAL TRUST AL2 | 0.03% |
| TVS Motor Co Ltd | 0.02% |
| UNO Minda Ltd | 0.02% |
| Tvs Motor Company Limited | 0.01% |
| Ajanta Pharma Ltd | 0.01% |
| Indian Railway Finance Corporation Limited | 0.01% |
| 7.73% Karnataka Sgs 2035 | 0.00% |
| Max Healthcare Institute Ltd Ordinary Shares | 0.00% |
| 7.7% Uttarpradesh Sgs 2035 | 0.00% |
| 5.77% Govt Stock 2030 | 0.00% |
| Cash Offset For Derivatives | 7.05% |
| Cash / Net Current Asset | 1.10% |
| E) Repo | 0.90% |
| (D) Treps | 0.78% |
| Container Corporation of India Ltd | - |
| Titan Co Ltd | - |
| Jindal Stainless Ltd | - |
| REC Ltd | - |
| Dixon Technologies (India) Ltd | - |
| Gic Housing Finance Limited | - |
| Siemens Ltd | - |
| Titagarh Rail Systems Ltd | - |
| Andhra Pradesh (Government of) 7.99% | - |
| Siemens Energy India Ltd | - |
| ACC Ltd | - |
| Persistent Systems Ltd | - |
| UltraTech Cement Ltd | - |
| Tata Consultancy Services Ltd | - |
| Cholamandalam Investment And Finance Company Limited | - |
| 5.63% Govt Stock 2026 | - |
| Kwality Walls India Ltd | - |
| Central Depository Services (India) Ltd | - |
| InterGlobe Aviation Ltd | - |
In which sectors has Tata Balanced Advantage Reg IDCW-P invested in?
The Tata Balanced Advantage Reg IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 4.34% |
| Communication Services | 2.92% |
| Consumer Cyclical | 4.37% |
| Consumer Defensive | 3.86% |
| Energy | 5.70% |
| Financial Services | 22.41% |
| Healthcare | 6.00% |
| Industrials | 7.80% |
| Real Estate | 5.68% |
| Technology | 2.17% |
| Utilities | 3.05% |
What is the risk level of Tata Balanced Advantage Reg IDCW-P?
This is a Dynamic Asset Allocation fund comes with Very High Risk.
Who are the fund managers of Tata Balanced Advantage Reg IDCW-P?
Tata Balanced Advantage Reg IDCW-P fund managers are Akhil Mittal, Rahul Singh, Sailesh Jain.
Is there a minimum SIP amount to invest in Tata Balanced Advantage Reg IDCW-P?
The minimum SIP amount to start investment in Tata Balanced Advantage Reg IDCW-P is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Tata Balanced Advantage Reg IDCW-P both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Tata Balanced Advantage Reg IDCW-P on the basis of your investment objective and risk tolerance.
How to invest in Tata Balanced Advantage Reg IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Tata Balanced Advantage Reg IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Tata Balanced Advantage Reg IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Tata Balanced Advantage Reg IDCW-P?
The exit load of Tata Balanced Advantage Reg IDCW-P is as follows:
Exit load of 0.5%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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