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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 49.83 | 2.16 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 41.25 | 1.65 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 50+50 - Moderate Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
WOC Balanced Advantage Fund | 23.66% | — | 21.77% |
HDFC Balanced Advantage Fund | 25.16% | 23.01% | 15.84% |
ICICI Pru Balanced Advantage Fund | 17.35% | 13.27% | 13.40% |
SBI Balanced Advantage Fund | 19.95% | 14.46% | 13.88% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
6.32 %
Holdings
3.37 %
Holdings
3.23 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
74
Total AUM
₹ 1,97,666.78 Cr.
Ramesh Mantri
AUM: ₹13,720.76 Cr.
|
Exp: 18yrs
Trupti Agrawal
AUM: ₹13,058.29 Cr.
|
Exp: 10yrs
Piyush Baranwal
AUM: ₹14,907.52 Cr.
|
Exp: 6yrs
Dheeresh Pathak
AUM: ₹14,228.12 Cr.
|
Exp: 16yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%