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Tata Balanced Advantage Fund Direct Growth
4Direct
Growth
3 yr CAGR
+12.94%
4Direct
Growth
3 yr CAGR
+12.94%
Fund overview
Net Asset Value
₹15.1144
AUM (Fund size)
4,863.41 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
0.27%
Risk
Moderately High
Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.21 Lakhs ₹
Min investment of ₹200 required
Top holdings
| Holdings | Weightage |
|---|---|
| Cash Offset For Derivatives | 23.3% |
| D) Treps | 5.76% |
| Reliance Industries Ltd | 4.21% |
| Tata Ultra Short Term Dir Gr | 3.46% |
| 5.63% Govt Stock 2026 | 2.89% |
| ICICI Bank Ltd | 2.7% |
| Housing Development Finance Corp Ltd | 2.49% |
| Tata Consultancy Services Ltd | 2.39% |
| Hindustan Unilever Ltd | 2.15% |
| Larsen & Toubro Ltd | 1.93% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 53.40 | 11.57% | High Risk | |
| 37.37 | 14.51% | Very High Risk | |
| 128.14 | 10.19% | Very High Risk | |
| 14.45 | 8.07% | Moderately High risk | |
| 14.58 | 11.18% | Moderately High risk | |
| 76.78 | 11% | Moderately High risk | |
| 33.26 | 8.64% | Moderately High risk | |
| 20.83 | 9.22% | Moderately High risk | |
| 15.31 | 6.45% | Very High Risk |
About Tata Asset Management Private Limited
Tata Mutual Fund was established in 1994 and is part of the Tata group, one of India's largest and most respected industrial groups. It has over 35 schemes across equity, debt and hybrid fund categories
Managers | Akhil Mittal, Rahul Singh, Sailesh Jain |
Custodians | Standard Chartered Bank |
Address | Tata Asset Management Private Limited Mafatlal Centre, 9th Floor, |
Fax Nos. | +91 22 2261 3782 |
Telephone Nos. | +91 22 6657 8282 |
Homepage | www.tatamutualfund.com |
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Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.21 Lakhs ₹
Min investment of ₹200 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
