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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

TATA Balanced Advantage Fund

3 Year return

12.34%
NAV on January 30, 2026
23.0286
1D Returns
+0.04%
Launched on January 2019(7 years)

Investment Details

₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
21.53%₹775
Total Value ₹4,375

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹9,690.76 Cr.
Expense Ratio
0.44% (inclusive of GST)
Exit Load
Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Ratings

ARQ Rating
3.5

Ratings by other agencies

Value Research
4
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

AM

Akhil Mittal

Fund Manager since Jan 2019

RA

RahulSingh

Fund Manager since Jan 2019

SJ

Sailesh Jain

Fund Manager since Jan 2019

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,25,716.72 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund18.6256%
4
Baroda BNP Paribas Balanced Advantage Fund15.516%
3
ICICI Prudential Balanced Advantage Fund14.1777%
5

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About Tata Balanced Advantage Fund Direct Plan Growth

The Tata Balanced Advantage Fund — Direct Plan Growth is an open-ended scheme offered by Tata Mutual Fund. It follows the dynamic asset allocation strategy, where the mix of assets in its portfolio is regularly readjusted in accordance with market movements and economic developments or trends. This mutual fund scheme recognises the CRISIL Hybrid 50+50 - Moderate Index (TRI) as its benchmark. This is an open-ended scheme, meaning the investor can invest at any time.

Investment Objective of the Scheme

The primary aim of the Tata Balanced Advantage Fund is to generate income and capital appreciation over the medium to long term. The mutual fund plans to achieve its objective by constructing a balanced portfolio of equity, equity-related instruments, money market and debt instruments using an active asset allocation strategy.

Key Features of The Fund

5-year return
12.2099%
Expense Ratio
0.44%
Fund Manager
Akhil Mittal
Fund Size
₹9690.76 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

The Tata Balanced Advantage Fund Direct Plan Growth could be a good option if you wish to invest in a mutual fund that dynamically adjusts its asset allocation based on the prevailing market conditions. Adding the fund to your portfolio could be a good way to diversify since the fund invests in equity, debt and arbitrage instruments across different sectors and market capitalisation. Nonetheless, before taking any investment decisions, make sure of your personal financial goals and tolerance of risk.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Make Use of SIPs for Harnessing the Power of Compounding

To take advantage of compound interest, a lot of investors select Systematic Investment Plans (SIPs) for their mutual fund investments. By establishing a fixed amount of money to be invested every month, averaging the cost per unit over time, and mitigating the effects of market volatility, SIPs enable disciplined investing. Try the free mutual fund SIP calculator from Angel One to plan your investment and get an idea of possible returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Balanced Advantage Fund on January 30, 2026, is ₹23.0286
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Balanced Advantage Fund, is ₹9690.76 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Balanced Advantage Fund is 0.44%
The TATA Balanced Advantage Fund was launched on January 09, 2019. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Balanced Advantage Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,375 in 3Y at 12.3432% returns
SIP Date1st of every month

Your next SIP Payment will be on 2 March 2026

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