Tata Balanced Advantage Fund (G) Mutual fund
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Tata Balanced Advantage Fund (G)

Hybrid

Dynamic Asset Allocation

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Fund Details

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Current NAV

20.12

Expense Ratio

1.7%

Min SIP

100

Fund Size

10288Cr

Min Investment

5.00K

Lock In

NA

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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

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Alpha

2.36%

Beta

0.49

Sharpe Ratio

0.6611

Risk

6.49%

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Above numbers are based upon past 3 years

Tata Balanced Advantage Fund (G) FAQs

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