Tata Balanced Advantage Fund Regular Plan Growth

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Tata Balanced Advantage Fund Regular Plan Growth
Rating
Fund
Time to Invest
Tata Balanced Advantage Fund Regular Plan Growth
NAV
11.2989
(28/09/2020)
L 52Wk H
8.76
11.43
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Tata Balanced Advantage Fund Regular Plan Growth

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Tata Balanced Advantage Fund Regular Plan Growth
Fund
NAV
11.2989
(28/09/2020)
Time to Invest
Tata Balanced Advantage Fund Regular Plan Growth
Rating
L 52Wk H
8.76
11.43
Investment Objective

The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity derivatives strategies arbitrage opportunities and pure equity investments.However there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns. .

Category
  • Hybrid - Balanced Advantage
Benchmark
  • CRISIL Hybrid 35+65 - Aggressive Index
  • S&P BSE SENSEX - TRI
Returns
1M
-0.67%
3M
5.70%
6M
20.86%
1Y
7.22%
3Y
-
5Y
-
Historical NAV
NAV for scheme Tata Balanced Advantage Fund-Regular Plan-Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Balanced Advantage Fund Regular Plan Growth

AUM

1092.65 Cr
Tata Balanced Advantage Fund Regular Plan Growth AUM is 85% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 12% of original cost of investments and 1% for more than 12% on or before 365D Nil after 365D
Lock In Period - NIL

Expense Ratio

2.25%
Tata Balanced Advantage Fund Regular Plan Growth Expense Ratio is 77% lower than other schemes in the category

Turnover Ratio

156.88%
Tata Balanced Advantage Fund Regular Plan Growth Turnover Ratio is 4% higher than other schemes in the category