Tata Balanced Advantage Fund Direct Transfer of Income Distribution cum Capital Withdrawal is a hybrid fund. This fund was started on 29 January, 2019. The fund is managed by Akhil Mittal, Rahul Singh, Sailesh Jain. This fund gives you the benefit of diversification.
Expense ratio | 0.29% |
Benchmark | CRISIL Hybrid 50+50 - Moderate TR INR |
AUM | ₹8943 Cr |
Inception Date | 29 January, 2019 |
Min Lumpsum/SIP | ₹5000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 56.3% |
Size breakup
Tata Balanced Advantage Fund Direct Transfer of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 1.12% | 1.12% |
6 Month Returns | 12.47% | 12.47% |
1 Year Returns | 23.76% | 23.76% |
3 Years Returns | 51.02% | 14.73% |
5 Years Returns | 97% | 14.52% |
AAA | 84.26 |
AA | 15.74 |