Tata Balanced Advantage Fund - Direct (G)

Tata Balanced Advantage Fund - Direct (G)

Moderately HighEquityHybrid

Scheme Details

-%

Expense Ratio

₹10,109 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

3.41%

11.57%

13.9%

12.94%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Tata Balanced Advantage Fund - Direct (G)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

Holdings

Holdings

Sector Wise

N A B A R D

2.87%

Reliance Industr

2.6%

TCS

2.44%

Sun Pharma.Inds.

2.4%

Tata Ultra Short Term Fund - R

2.36%

Fund Manager

S

Sailesh Jain

A

Akhil Mittal

R

RahulSingh