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TATA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

19.93
-0.02 as on 23-Jul-2024
HYBRID | DYNAMIC ASSET ALLOCATION

21.59

1 YEAR RETURNS

12.7

3 YEAR RETURNS

13.26

5 YEAR RETURNS

4 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

100.0

Minimum SIP Investment

1000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH 5 501.08 41.47 23.2 19.11 Buy
EDELWEISS BALANCED ADVANTAGE FUND - GROWTH OPTION 4 49.36 25.35 13.15 15.13 Buy
BARODA BNP PARIBAS BALANCED ADVANTAGE FUND - REGULAR GROWTH 4 22.84 26.73 14.73 16.22 Buy
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - GROWTH 4 68.69 22.02 13.18 13.25 Buy
TATA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 4 19.93 21.59 12.7 13.26 Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 Housing Development Finance Corporation Ltd 5.01
2 HDFC Bank Ltd 4.66
3 Reliance Industries Ltd 4.25
4 HDFC Bank Ltd 3.99
5 ICICI Bank Ltd 3.57

Top 5 Sectors

S. no Sector Name Net Assets
1 Banks 17.9
2 Computers - Software - Large 9.18
3 Finance 9.15
4 Banks - Private Sector 7.54
5 Finance - Housing 7.17