HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth
Tata Balanced Advantage Fund-Direct Plan-Growth
Tata · Scheme 146010
₹23.80▼ 0.19%NAV · 2026-09-18
Decent FundScore
AUM
₹8,780 cr
Expense ratio
0.69%
3Y CAGR
10.0%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Sailesh JainExit load: Exit load of 0.50%, if redeemed within 30 days.
Decent · 67/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.69% expense ratio means more of the return stays with you.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 84% of windows
- ✓Volatility: 9% annualised
📉 What could drag it down
- •3Y CAGR vs category: -1.0% vs category avg
- •1Y return: +5.1%
FundScore breakdown
67/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.