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Objective : Tata Balanced Fund seeks to provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.
Structure : Open-ended Balanced Fund
Inception Date : August 30, 1995
Plans and Options under the Plan :
Growth, Dividend
Face Value (Rs/Unit): Rs. 10
Minimum Investment :
Rs. 5000
Entry Load : For Each Investment amount < Rs. 2 crores: 2.25%. For Each Investment amount >= Rs. 2 crore: Nil.
Exit Load : Nil.
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