- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
-
8,516.95 Cr.
-
Growth
-
1.7%
-
Hybrid- Dynamic Asset Allocation Fund
-
Nifty 50 Arbitrage Index
-
27 Jan 2019
-
Tata Mutual Funds know more
Fund Managed By
Riskometer
Investors understand that their
principal
will be at High risk
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 7.39% | 0.80% | -1.22% | 12.57% | 24.11% | 19.83% | 27.00% | 14.27% |
| Category Average | 4.48% | -2.59% | -6.05% | 6.01% | 15.00% | 11.06% | 15.47% | 9.75% |
| Tata Balanced Advantage Fund | 3.84% | -1.48% | -5.36% | 4.73% | 14.19% | 10.46% | 15.93% | - |
| HDFC Balance Advantage Fund | 4.83% | -1.87% | -5.19% | 8.60% | 24.11% | 19.83% | 27.00% | 14.27% |
| Bank Of India Balanced Advantage Fund | 4.87% | -2.19% | -8.96% | 0.09% | 14.08% | 13.09% | 12.35% | 6.75% |
| Axis Balanced Advantage Fund | 4.19% | -0.94% | -4.05% | 11.22% | 20.19% | 12.94% | 14.31% | - |
| SBI Balanced Advantage Fund | 3.59% | 0.10% | -2.46% | 7.35% | - | - | - | - |
| Baroda BNP Paribas Dynamic Equity Fund | 6.56% | -3.43% | -5.62% | 7.04% | - | - | - | - |
Fund Portfolio Details
Equity 65.80%
Debt 24.55%
Others -6.90%
Portfolio Holdings shown is as of 28 Feb 2025