Tata Treasury Advantage Fund Direct Dividend is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Dheeraj Singh is the Current Fund Manager of Tata Treasury Advantage Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹723 Cr and the Latest NAV as of 18 Oct 2019 is ₹1800.15.
The Tata Treasury Advantage Fund Direct Dividend is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.
Investment Objective
Primary objective of the scheme is to generate stable returns with a low interest rate risk strategy by a creating a portfolio that is predominantly invested in good quality floating rate debt instrument, money market instrument and fixed rate debt instrument, which can also be swapped for floating rate return. There can be no assurance that the investment objective of the scheme will be achieved.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment