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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹10,227 Cr
Lock In Period
N/A
Expense Ratio
1.69
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment - NIL.Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment - 1%.Redemption / Switch-out/SWP/STP after expiry of 90 days from the date of allotment - NIL.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-05-31
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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 ₹10,227 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 1.69. 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
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 1.69. 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹10,227 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