Tata Balanced Advantage Dir Growth

hybrid

RETURNS (5 YEARS) 12.99%
RETURNS (5 YEARS) 12.99%
NAV ₹23.35
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.40%
3M
2.78%
6M
3.97%
1Y
5.43%
3Y
12.10%
5Y
12.99%

Fund Essentials

  • 29 Jan 2019

    Fund Started

  • ₹9857.07 Cr

    AUM Fund Size

  • 0.44%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 0.5% if redeemed within 0-30 days

    0% if redeemed after 30 days

    Exit Load

Top 10 Holdings

  • 4.7%
  • 4.07%
  • 3.05%
  • 2.69%
  • 2.63%
  • 2.37%
  • 1.91%
  • 1.7%
  • 1.65%
  • 1.63%
  • Akhil Mittal

    Manager

  • Rahul Singh

    Manager

  • Sailesh Jain

    Manager

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