Tata Balanced Mutual Fund - How To Purchase Online?

Finance Guru Speaks: Do you want to invest online in Tata Mutual Fund and purchase a new fund on your own? Are you buying Mutual fund for the first time from Tata Fund House?

All you need to have yourself KYC verified for fresh online purchase of Tata Mutual Fund. In this article, We will guide on how to can Purchase online Tata Balanced Fund. It is one of the very popular Hybrid or Balanced Equity-oriented Mutual fund.


Steps to follow to invest online in Tata Balanced Mutual Fund :-


1. Open Tata Mutual Fund website and click on Invest Now as shown below :-
Tata Mutual Fund - Invest Online
Tata Mutual Fund - Invest Online

2. Read the Declaration carefully and click on Continue :-
Tata Mutual Fund - Investment Declaration
Click to enlarge Tata Mutual Fund - Investment Declaration

3. In the new page, provide details like Bank Name, Date of Birth, PAN No. etc. and click on Submit button, as shown below:-

Tata Mutual Fund - KYC Verification
Click to enlarge Tata Mutual Fund - KYC Check

4. Now Fund house will check whether you have KYC Compliance or not. If KYC is OK, then click on Next button :-
Tata Mutual Fund - KYC Complied
Click to enlarge Tata Mutual Fund - KYC Complied
5. In the new page, provide your Personal details correctly. Click on Next :-
Tata Mutual Fund - Personal Details
Click to enlarge Tata Mutual Fund - Personal Details
6. In the next page, provide your Nominee details correctly. Click on Next :-

Tata Mutual Fund - Nominee Details
Click to enlarge Tata Mutual Fund - Nominee Details
7. In the next page, provide your Investment details correctly. Here you will be selecting your Mutual Fund to be invest (Tata Balanced Mutual Fund in this case). Remember to select Broker as Direct. Click on Next :-
Tata Mutual Fund - Select Mutual Fund
Click to enlarge Tata Mutual Fund - Select Mutual Fund
8. In the next page, provide your Bank details correctly. You can either verify your Bank Account Online or through email/Post as shown below. Click on Next :-
Tata Mutual Fund - Bank Details
Click to enlarge Tata Mutual Fund - Bank Details
9. In the next page, check the Summary Review carefully and click on Submit button.

Tata Mutual Fund - Summary Review
Click to enlarge Tata Mutual Fund - Summary Review
10.  Once you accepted the Disclaimer and the Payment is successful (through your registered Bank's Payment Gateway), you will get acknowledgement of the investment :-
Tata Mutual Fund - Investment Successful
Click to enlarge Tata Mutual Fund - Investment Successful


Congratulations on your successful Online Direct purchase of Tata Balanced Mutual Fund :-)
Following the same steps , you can fresh purchase any other Mutual Fund from this Fund house.

Images Courtesy: Tata Mutual Fund


Also read:

Franklin Templeton India Mutual Fund - How To Invest or Purchase Online Through DIRECT Mode?

How To Purchase or Buy SBI Mutual Funds Online?

How To Purchase ICICI Prudential Mutual Funds Online? 

myCAMS: How To Purchase and Redeem Mutual Funds Through Your Mobile? 

How To Get SBI Mutual Fund Account Statement Online? 

How To Download Consolidated (CAMS+Karvy+FTAMIL+SBFS) Mutual Fund Account Statement Online? 

What is ELSS (Tax Saving Mutual Funds)? 

What is SIP (Systematic Investment Plan) in Mutual Funds?



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