Tata Balanced Advantage Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.22% | 1.03% |
| 2 Year Return | 21.71% | 10.99% |
| 3 Year Return | 37.78% | 29.11% |
| 4 Year Return | 78.35% | 41.83% |
| 5 Year Return | 97.16% | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 1.50% | - |
AMC: TATA
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 09 Jan 2019
Fund Manager: Mr. Rahul Singh
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 0
Risk: Moderate Risk
Tata Balanced Advantage Fund is managed by TATA and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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