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Tata Balanced Advantage Fund - Regular Plan - Growth Option
Side-by-side metrics
Metric#146007
SchemeTata Balanced Advantage Fund - Regular Plan - Growth Option
HouseTata Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹20.9447
1M return-1.85%
3M return2.66%
6M return2.59%
1Y return3.01%
3Y CAGR7.80%
5Y CAGR7.82%
Inception CAGR10.21%
σ 1Y (annualized)8.40%
σ 3Y (annualized)7.40%
Max drawdown (all)-20.29%
Sharpe 1Y (rf=6%)-0.35
Sharpe 3Y (rf=6%)0.23