Tata Balanced Advantage Fund-Regular Plan-Growth

The Tata Balanced Advantage Fund-Regular Plan-Growth , a Dynamic Asset Allocation multi-cap fund   Open Ended Mutual Funds   from Tata Asset Management Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Tata Balanced Advantage Fund-Regular Plan-Growth - Performance

The Tata Balanced Advantage Fund-Regular Plan-Growth has set a great track record, delivering an impressive 1-year return of 0.32. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹8,538.57 Cr. and the latest NAV declared is 20.4204 as on 2026-09-25.

Tata Balanced Advantage Fund-Regular Plan-Growth - Investment Strategy

The Tata Balanced Advantage Fund-Regular Plan-Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Tata Balanced Advantage Fund-Regular Plan-Growth - Fees and Expenses

The Tata Balanced Advantage Fund-Regular Plan-Growth has an expense ratio of 1.51 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 0.5 if redeemed within 1 year of investment.

Tata Balanced Advantage Fund-Regular Plan-Growth - SIP Planning

The Tata Balanced Advantage Fund-Regular Plan-Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Tata Balanced Advantage Fund-Regular Plan-Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Dynamic Asset Allocation provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Dynamic Asset Allocation Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.