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Tata Balanced Advantage Fund-Regular Plan-Growth

Tata · Balanced Advantage
Moderate
₹21.01
Current NAV
25 Jun 2026
12.3%
1Y Return
7.8%
3Y CAGR
12.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.43).
  • Very large asset base (AUM: ₹13,480 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.93
Sharpe Ratio
0.83
Beta
3.43
Alpha
1.14
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Fund Details
Fund House Tata
Category Balanced Advantage
AUM ₹13480 Cr
Expense Ratio 1.63%
Min SIP ₹500
Min Lumpsum ₹1000
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