Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹9,604 Cr
Lock In Period
N/A
Expense Ratio
1.73
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.
Summary
Latest details for Tata Balanced Advantage Fund Growth include a ₹19.3714 NAV as of Mar 30,2026 and returns since inception of 30.70%. Minimum investments start at SIP ₹100. The Tata Balanced Advantage Fund Growth AUM is ₹9,604 Cr, with a lock-in of N/A years, expense ratio of 1.73%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded -5.78% returns, against a category average of -2.17% and a category best of 1.80%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.78 | -2.17 | 1.80 |
| 6M | -3.14 | 0.54 | 13.26 |
| 1Y | 0.22 | 3.91 | 25.12 |
| 3Y | 9.34 | 11.48 | 57.16 |
Portfolio Analysis
- Equity: 65.66%
- Debt: 30.91%
- Others
As on: 2026-02-28
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About Fund
Tata Balanced Advantage Fund Growth managed by Tata Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹9,604 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 1.73. Under the expert guidance of Rahul Singh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Balanced Advantage Fund Growth | 1 | 1694.61 CR | 2.06 |
| This FundTata Balanced Advantage Fund Growth | 4 | 9604.33 CR | 1.73 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3799.23 CR | 1.91 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 107589.67 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Balanced Advantage Fund Growth | -1.1175 | 29.7312 |
| This FundTata Balanced Advantage Fund Growth | 0.2244 | 30.7024 |
| This FundAxis Balanced Advantage Fund Growth | 0.6951 | 45.4806 |
| This FundHDFC Balanced Advantage Fund - Growth | 0.0867 | 54.3424 |
FAQs
Tata Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Balanced Advantage Fund Growth is 1.73. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Balanced Advantage Fund Growth’s fund performance is as follows:
- 1 Month : -5.78%
- 6 Months : -3.14%
- 1 Year : 0.22%
- 3 Years : 9.34%
You can invest in Tata Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Balanced Advantage Fund Growth is ₹9,604 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500