Tata Balanced Advantage Fund (IDCW)

Tata Balanced Advantage Fund (IDCW)

Moderately HighEquityHybrid

Scheme Details

-%

Expense Ratio

₹8,943 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

22.04%

13.16%

-%

12.76%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Tata Balanced Advantage Fund (IDCW)

Aditya Birla SL PSU Equity Fund - Direct (G)

SBI PSU Fund - Direct (G)

Sundaram Emerging Small Cap Series III - Dir (G)

ICICI Pru BHARAT 22 FOF - Direct (G)

Holdings

Holdings

Sector Wise

H D F C

3.83%

Reliance Industr

3.68%

Tata Ultra Short Term Fund - D

3.59%

GSEC2026

3.18%

GSEC2022

2.82%

Fund Manager

S

Sailesh Jain

A

Akhil Mittal

R

RahulSingh