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Tata Dual Advantage Fund - Series 2 Scheme A Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Tata Dual Advantage Fund - Series 2 Scheme A Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹89 Cr

Lock In Period

N/A

Expense Ratio

2.25

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

Tata Dual Advantage Fund - Series 2 Scheme A Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.54297.26
6M0.001.83315.31
1Y0.004.32339.02
3Y0.0010.9555.84

Portfolio Analysis

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About Fund Tata Dual Advantage Fund - Series 2 Scheme A Growth

Tata Dual Advantage Fund - Series 2 Scheme A Growth managed by Tata Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹89 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.25. Under the expert guidance of Akhil Mittal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Akhil Mittal

Mr. Akhil is a commerce graduate and has also done MBA (Finance). He has more than 7 years of experience in Fixed Income Markets, Interest Rates and Treasury Management. Prior to this he has worked with Principal PNB as Fund Manager - Fixed Income, Edelweiss Securities Ltd. as Senior Manager - Corporate Treasury and with Rallis India Ltd. as Asst. Manager - Corporate Treasury.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Multiple Yield Fund - Series 7 Plan D Growth058.28 CR2.2
Kotak Capital Protection Oriented - Series 2 Growth0150.18 CR
Fund Name1Y3Y
This FundICICI Prudential Multiple Yield Fund - Series 7 Plan D Growth6.94550
This FundKotak Capital Protection Oriented - Series 2 Growth3.72260

Tata Dual Advantage Fund - Series 2 Scheme A Growth FAQs

Tata Dual Advantage Fund - Series 2 Scheme A Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Dual Advantage Fund - Series 2 Scheme A Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Dual Advantage Fund - Series 2 Scheme A Growth’s fund performance is as follows:
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Returns of Tata Dual Advantage Fund - Series 2 Scheme A Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Tata Dual Advantage Fund - Series 2 Scheme A Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Dual Advantage Fund - Series 2 Scheme A Growth is ₹89 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Dual Advantage Fund - Series 2 Scheme A Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.