Tata Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 10.26%
RETURNS (5 YEARS) 10.26%
NAV ₹22.26
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-4.93%
3M
-4.31%
6M
-2.42%
1Y
6.09%
3Y
11.29%
5Y
10.26%

Fund Essentials

  • 29 Jan 2019

    Fund Started

  • ₹9604.33 Cr

    AUM Fund Size

  • 0.51%

    Expense Ratio

  • ₹100.0

    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

  • 4.59%
  • 4.57%
  • 3.07%
  • 2.74%
  • 2.59%
  • 1.96%
  • 1.88%
  • 1.71%
  • 1.67%
  • 1.67%
  • Akhil Mittal

    Manager

  • Rahul Singh

    Manager

  • Sailesh Jain

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹100.0
Risk-o-meter
Moderate