Tata Balanced Advantage Fund (G) Mutual fund
T
share

Tata Balanced Advantage Fund (G)

Hybrid

Dynamic Asset Allocation

Loading chart data...

Fund Details

info

Current NAV

19.47

Expense Ratio

1.72%

Min SIP

100

Fund Size

9754Cr

Min Investment

5.00K

Lock In

NA

bookmarkScheme Information Document
bookmark

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

info

Alpha

1.27%

Beta

0.52

Sharpe Ratio

0.4196

Risk

6.99%

bookmark

Above numbers are based upon past 3 years

Tata Balanced Advantage Fund (G) FAQs

Start Investment