Tata Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 23.09 | 12.64 | 13.08 | N/A |
Average Rolling Returns(%) | 13.74 | 13.61 | N/A | N/A |
The Current NAV of Tata Balanced Advantage Fund - Regular Plan - Growth is ₹18.89.
It is better to invest in a fund with a longer track record as Tata Balanced Advantage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Tata Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 1.68%
The process for redemption is
The AUM of Tata Balanced Advantage Fund - Regular Plan - Growth is currently ₹8,943 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and Larsen & Toubro and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 29% of fund’s portfolio respectively.
Top three sectors of Tata Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 61% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.
Rahul Singh (Tata) and Sailesh Jain manage the Tata Balanced Advantage Fund - Regular Plan - Growth Fund.
Tata Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 37.12 and PB ratio is 5.59
The asset allocation of Tata Balanced Advantage Fund - Regular Plan - Growth is Stocks : 66.35%, Debt : 32.40% and Gold : 1.31%
The minimum SIP amount for Tata Balanced Advantage Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Balanced Advantage Fund - Regular Plan - Growth is Nil upto 12% of original cost of investments and 1% for more than 12% on or before 90 days, Nil after 90 days