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TATA Balanced Advantage Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option

Tata · Balanced Advantage
Moderate
₹20.16
Current NAV
25 Jun 2026
8.0%
1Y Return
11.5%
3Y CAGR
8.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.50
Sharpe Ratio
0.40
Beta
-1.00
Alpha
0.55
Sortino
Fund Details
Fund House Tata
Category Balanced Advantage
AUM ₹2550 Cr
Expense Ratio 1.20%
Min SIP ₹500
Min Lumpsum ₹1000
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