Tata Balanced Advantage Dir Gr

hybrid

RETURNS (5 YEARS) 13.80%
RETURNS (5 YEARS) 13.80%
NAV ₹21.24
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-1.76%
3M
-2.26%
6M
-3.41%
1Y
5.18%
3Y
11.44%
5Y
13.80%

Fund Essentials

  • 29 Jan 2019

    Fund Started

  • ₹10109.20 Cr

    AUM Fund Size

  • 0.43%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-90 days

    0% if redeemed after 90 days

    Exit Load

Top 10 Holdings

  • 4.47%
  • 3.67%
  • 3.57%
  • 3.18%
  • 2.87%
  • 2.69%
  • 2.67%
  • 2.01%
  • 1.99%
  • 1.85%
  • Akhil Mittal

    Manager

  • Rahul Singh

    Manager

  • Sailesh Jain

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderate