Tata Balanced Advantage Fund (IDCW)

Tata Balanced Advantage Fund (IDCW)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹10,288 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
16.4%
10.54%
12.83%
12.34%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Balanced Advantage Fund (IDCW)
16.4%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

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