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Tata Balanced Advantage Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option
Side-by-side metrics
Metric#146005
SchemeTata Balanced Advantage Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option
HouseTata Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹20.0941
1M return-1.85%
3M return-1.51%
6M return-1.58%
1Y return-1.18%
3Y CAGR6.32%
5Y CAGR6.93%
Inception CAGR9.41%
σ 1Y (annualized)9.31%
σ 3Y (annualized)7.76%
Max drawdown (all)-20.29%
Sharpe 1Y (rf=6%)-0.77
Sharpe 3Y (rf=6%)0.04