Dear Investors,
We wish to inform you that as per the notice issued by Tata Mutual Fund, Tata Equity Savings Fund will be merged into Tata Balanced Advantage Fund.
- Record Date: February 20, 2026
- Effective Date: February 21, 2026
- Exit Window: January 22, 2026 to February 20, 2026 (without exit load)
- Subscriptions in Tata Equity Savings Fund (including switch-ins and SIP registrations) will be suspended with effect from January 19, 2026.
Post-merger, unitholders of Tata Equity Savings Fund will become unitholders of Tata Balanced Advantage Fund.For more details, please refer to the official notice.
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