QUICK FUND SUMMARY
Tata Balanced Advantage Fund Growth is a hybrid mutual fund managing assets worth ₹8,834.19 Cr. The current NAV is ₹21.23 as of Jul 20. It has delivered a 5-year CAGR of 9.07%. Investors can start with a minimum SIP amount of ₹100.
Tata Balanced Advantage Fund Details
Fund Size | ₹8,834.19 Cr |
Type | Hybrid: Dynamic Asset Allocation |
Minimum Investment | ₹100 |
NAV (Jul 20) | ₹21.23 |
Plan Type | Regular |
Launch Date | 28 Jan 2019 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 1.88% |
Withdrawal Charge | For units in excess of 12% of the investment,1% will be charged for redemption within 90 days |
Tata Balanced Advantage Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
No Data
Tata Balanced Advantage Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 Tata Balanced Advantage Fund | +3.28% | +8.62% | +9.07% |
 HDFC Balanced Advantage Fund | +0.91% | +13.17% | +15.12% |
 ICICI Prudential Balanced Advantage Fund | +5.62% | +11.37% | +11.01% |
 Edelweiss Balanced Advantage Fund | +3.76% | +9.41% | +9.43% |
Returns Calculator
Monthly Investment
Time Period
Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹500
Your Total Value could have reached:
₹4,100
Tata Balanced Advantage Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Tata Balanced Advantage Fund
Tata Balanced Advantage Fund is a Growth Hybrid mutual fund managed by Tata Mutual Fund. It follows a Medium Value Momentum investment strategy. The fund is rated 46/100 on the CRISP scale.
The current NAV of Tata Balanced Advantage Fund is ₹21.23 as of Jul 20.
You can invest in Tata Balanced Advantage Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Tata Balanced Advantage Fund is ₹100.
The expense ratio of Tata Balanced Advantage Fund is 1.88%.
Tata Balanced Advantage Fund has an exit load as follows: for units in excess of 12% of the investment,1% will be charged for redemption within 90 days
Tata Balanced Advantage Fund has a CRISP Score of 46/100, indicating Medium consistency, relative risk within the acceptable range, investment style Medium on Value and Momentum factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
The taxation of Tata Balanced Advantage Fund depends entirely on its underlying allocation to domestic equities. Aggressive Hybrids (Equity ≥ 65%) are taxed exactly like equity funds: 20% STCG if held ≤ 12 months; 12.5% LTCG if held > 12 months. Conservative Hybrids (Equity ≤ 35%) are taxed exactly like debt funds: all gains taxed at your income tax slab rate. For hybrid funds with equity exposure between 35% and 65%, the minimum holding period to qualify for LTCG is more than 24 months, with gains taxed at a flat 12.5%. Anything less than 24 months is deemed as STCG and taxed at applicable income tax slab rates. For units purchased prior to 1 April 2023: LTCG - 12.5% (if held for 24 months); STCG - Slab rate. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.