Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
The performance of the fund on a Fund Size metric has been Good
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Nov 28)
6 Month CAGR
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.
Launched (4y ago)
Jan 29, 2019
AUM in Crores
CRISIL Hybrid 50+50 - Moderate TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Balanced Advantage Fund (Growth)||NaN||NaN||%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives17.5%
hdfc bank ltd4.9%
icici bank ltd4.2%
reliance industries ltd3.8%
larsen & toubro ltd2.9%
|Fund Name||Fund Size||Rolling Returns|
₹ 26,182 cr
₹ 9,338 cr
₹ 7,605 cr
₹ 2,920 cr
₹ 656 cr
Tata Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 11.6% over a period of 4 years. The fund is managed by Tata Asset Management Limited. The fund managers are Akhil Mittal, Rahul Singh, Sailesh Jain.
Nav of Tata Balanced Advantage Fund (G) as of 11/28/2023 is ₹17.03 with the total AUM as of 11/29/2023 is ₹7605.464. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Balanced Advantage Fund (G) was launched on Jan 29, 2019. The category risk of the fund is High Risk.
The minimum SIP amount for Tata Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Tata Balanced Advantage Fund (G)?
How to invest in Tata Balanced Advantage Fund (G)?
You can invest in Tata Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Balanced Advantage Fund (G)?
The minimum sip amount for Tata Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, Tata Balanced Advantage Fund (G) is a Top Ranked fund. You can investTata Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Balanced Advantage Fund (G)?
The expense ratio of the Tata Balanced Advantage Fund (G) is 1.72% for regular plan.