T
Tata Balanced Advantage Fund (G)
Hybrid
●
Dynamic Asset Allocation
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Fund Details
Current NAV
₹20.12
Expense Ratio
1.7%
Min SIP
₹100
Fund Size
₹10288Cr
Min Investment
₹5.00K
Lock In
NA
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
2.36%
Beta
0.49
Sharpe Ratio
0.6611
Risk
6.49%
Above numbers are based upon past 3 years
Tata Balanced Advantage Fund (G)