{"id":33916,"date":"2026-01-23T10:49:08","date_gmt":"2026-01-23T05:19:08","guid":{"rendered":"https:\/\/www.fundsindia.com\/blog\/?p=33916"},"modified":"2026-01-23T10:49:09","modified_gmt":"2026-01-23T05:19:09","slug":"merger-of-tata-equity-savings-fund-with-tata-balanced-advantage-fund","status":"publish","type":"post","link":"https:\/\/fundsindia.com\/blog\/bulletin\/merger-of-tata-equity-savings-fund-with-tata-balanced-advantage-fund\/33916","title":{"rendered":"Merger of Tata Equity Savings Fund with Tata Balanced Advantage Fund"},"content":{"rendered":"\n<p>Dear Investors,<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<ul><li><strong>Record Date:<\/strong> February 20, 2026<br><\/li><li><strong>Effective Date:<\/strong> February 21, 2026<br><\/li><li><strong>Exit Window:<\/strong> January 22, 2026 to February 20, 2026 (without exit load)<br><\/li><li>Subscriptions in Tata Equity Savings Fund (including switch-ins and SIP registrations) will be suspended with effect from January 19, 2026.<\/li><\/ul>\n\n\n\n<p>Post-merger, unitholders of Tata Equity Savings Fund will become unitholders of Tata Balanced Advantage Fund.For more details, please refer to the <a href=\"https:\/\/fundsindia-marketing-assets.s3.ap-south-1.amazonaws.com\/Notice_Cum_Addendum_Merger_of_TESF_into_TBAF_130126+(1)+(1).pdf\" target=\"_blank\" rel=\"noreferrer noopener\">official notice<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[632],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Merger of Tata Equity Savings Fund with Tata Balanced Advantage Fund<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fundsindia.com\/blog\/bulletin\/merger-of-tata-equity-savings-fund-with-tata-balanced-advantage-fund\/33916\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Merger of Tata Equity Savings Fund with Tata Balanced Advantage Fund\" \/>\n<meta property=\"og:description\" content=\"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. 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