TATA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
12.45 %
Current NAV
19.08
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 8943.1 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Others19.7 %
GOI6.5 %
HDFC Bank4.7 %
Reliance Industries3.1 %
ICICI Bank3.0 %
Power Fin. Corp.2.6 %

Fund Manager

SJ
Sailesh Jain
AM
Akhil Mittal
RS
Rahul Singh

Fund Information

Launched
31 Jan 2019(5 years ago)
Expense ratio1.72%
Exit LoadFor units in excess of 12% of the investment,1% will be charged for redemption within 90 days
Benchmark index
CRISIL Hybrid 50+50 Moderate Index100%

Fund Objective

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.

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