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.
Current load structure(w.e.f.06/04/2015): Exit Load: 1% if redeemed on or before expiry of 365 days from the date of allotment. The Entry/Exit load for investment will be as applicable as on the date of allotment / date of registration in case of SIP and STP.
Mr. Nagarajan is a M.Com, ICWA and PGPMS.Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.Mr. Mishra has done B.tech & PGDM Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Funds Performance By Murthy Nagarajan,Chandraprakash Padiyar,Satish Chandra Mishra