MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Tata Balanced Advantage Fund - Direct Plan - Growth Option
Side-by-side metrics
Metric#146010
SchemeTata Balanced Advantage Fund - Direct Plan - Growth Option
HouseTata Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹23.5268
1M return-1.75%
3M return2.98%
6M return3.23%
1Y return4.30%
3Y CAGR9.21%
5Y CAGR9.34%
Inception CAGR11.91%
σ 1Y (annualized)8.40%
σ 3Y (annualized)7.40%
Max drawdown (all)-20.02%
Sharpe 1Y (rf=6%)-0.20
Sharpe 3Y (rf=6%)0.41