Tata Balanced Advantage Fund (G) Mutual fund

Tata Balanced Advantage Fund (G)

Q: How to Invest in Tata Balanced Advantage Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Tata Balanced Advantage Fund good?

The Tata Balanced Advantage Fund has an AUM of ₹10075.20 Cr as on 4/21/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 11.37%. The risk is Moderately High against the category average of 38.12.

Q: Is Tata Balanced Advantage Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Tata Balanced Advantage Fund?

There is no lock-in period applicable on Tata Balanced Advantage Fund.

Q: What is the expense ratio of Tata Balanced Advantage Fund?

The expense ratio of Tata Balanced Advantage Fund is 1.64%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹19.85

Expense Ratio

1.64%

Min SIP

₹100

Fund Size

₹10075Cr

Min Investment

₹5.00K

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Scheme Information Document

Exit load: On or before expiry of 90 Days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 90 Days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 90 Days from the date of allotment: Nil

Fund Performance

Alpha

1.76%

Beta

0.53

Sharpe Ratio

0.5416

Risk

7.19%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Tata Balanced Advantage Fund (G) FAQs

Q1. How to Invest in Tata Balanced Advantage Fund through Rupeezy?

Q2. Is Tata Balanced Advantage Fund good?

Q3. Is Tata Balanced Advantage Fund tax free?

Q4. What is the lock-in period of Tata Balanced Advantage Fund?

Q5. What is the expense ratio of Tata Balanced Advantage Fund?

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