Tata Balanced Advantage Fund - IDCW - Direct Plan

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  • Net Change on 13-11-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option 1.95 3.79 6.55 12.41 13.83 13.24
CRISIL Hybrid 50+50 - Moderate Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option Jan 28, 2019 6.55 12.41 13.83 0.44 9,906.25
ICICI Prudential Balanced Advantage Fund - Direct Plan - IDCW Jan 07, 2013 11.40 14.01 14.34 0.87 68,449.94
ICICI Prudential Balanced Advantage Fund - Direct Plan - Monthly IDCW Apr 02, 2013 11.40 14.00 14.34 0.87 68,449.94
Kotak Balanced Advantage Fund -Direct Plan -Payout of Income Distribution cum capital withdrawal option Aug 03, 2018 8.08 13.27 12.86 0.56 17,874.24
TATA Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Jan 28, 2019 6.55 12.41 13.83 0.44 9,906.25
NIPPON INDIA BALANCED ADVANTAGE FUND - DIRECT Plan - IDCW Option Jan 01, 2013 8.43 13.45 14.41 0.57 9,662.22

Fund Holdings as on 31-October-2025

  • D) REPO

  • RELIANCE INDUSTRIES LTD

  • HDFC BANK LTD

  • ICICI BANK LTD

  • BHARTI AIRTEL LTD

  • LARSEN & TOUBRO LTD

  • GOI - 7.34% (22/04/2064) $$

  • GODREJ PROPERTIES LTD

  • GOI - 6.54% (17/01/2032)

  • GOI - 5.63% (12/04/2026) $$

  • INFOSYS LTD

  • BAJAJ FINSERV LTD

  • GOI - 6.92% (18/11/2039)

  • STATE BANK OF INDIA

  • APOLLO HOSPITALS ENTERPRISE LTD

  • SHREE CEMENT LTD

  • GOI - 7.09% (05/08/2054) $$

  • MAHINDRA & MAHINDRA LTD

  • HINDUSTAN UNILEVER LTD

  • CASH / NET CURRENT ASSET

  • POWER GRID CORPORATION OF INDIA LTD

  • BAJAJ FINANCE LTD

  • TATA CONSULTANCY SERVICES LTD

  • FEDERAL BANK LTD

  • SHRIRAM FINANCE LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • AMBUJA CEMENTS LTD

  • CUMMINS INDIA LTD

  • PB FINTECH LTD

  • AXIS BANK LTD

  • NTPC LTD

  • ITC LTD

  • ** 06.77 % TATA COMMUNICATIONS LTD - 07/08/2028

  • TATA CAPITAL LTD

  • SGS ANDHRA PRADESH 6.82% (04/06/2036)

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • DR. LAL PATH LABS LTD

  • MAX FINANCIAL SERVICES LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD

  • HDFC LIFE INSURANCE CO. LTD

  • NEXUS SELECT TRUST

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • TECH MAHINDRA LTD

  • KEC INTERNATIONAL LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • DELHIVERY LTD

  • GOI - 5.74% (15/11/2026) $$

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • GOI - 7.32% (13/11/2030) $$

  • ALTIUS TELECOM INFRASTRUCTURE TRUST

  • INVENTURUS KNOWLEDGE SOLUTIONS LTD

  • PI INDUSTRIES LTD

  • HINDALCO INDUSTRIES LTD

  • ** 08.28 % GIC HOUSING FINANCE LTD - 21/08/2026

  • TATA STEEL LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • ALKEM LABORATORIES LTD

  • POLYCAB INDIA LTD

  • TATA CORPORATE BOND FUND

  • ADANI ENERGY SOLUTIONS LTD

  • SGS ANDHRA PRADESH 7.70% (06/12/2029)

  • GOI - 7.10% (08/04/2034) $$

  • SGS MAHARASHTRA 7.32% (31/05/2032)

  • ** 05.00 % GMR AIRPORTS LTD - 13/02/2027

  • DABUR INDIA LTD

  • ** 07.35 % BHARTI TELECOM LTD - 15/10/2027

  • ** 08.75 % PIRAMAL FINANCE LTD - 29/10/2027

  • SDL HIMACHAL PRADESH 6.36% (29/07/2028)

  • ** 07.08 % JIO CREDIT LTD - 26/05/2028

  • ** 07.12 % L&T FINANCE LTD - 15/07/2027

  • ** 06.59 % POWER FINANCE CORPORATION - 15/10/2030

  • GOI - 6.68% (07/07/2040)

  • ** 08.85 % SANSAR JUNE 2024 TRUST - 25/08/2027

  • MULTI COMMODITY EXCHANGE OF IND LTD

  • INDUSIND BANK LTD

  • ** 08.60 % SANSAR JAN 2025 TRUST - 25/10/2028

  • VARUN BEVERAGES LTD

  • TATA POWER COMPANY LTD

  • HCL TECHNOLOGIES LTD

  • ** 08.20 % INDIA UNIVERSAL TRUST AL1 - 20/09/2030

  • DLF LTD

  • ** 08.40 % GODREJ PROPERTIES LTD - 25/01/2028

  • ** 08.30 % GODREJ PROPERTIES LTD - 19/03/2027

  • EXIDE INDUSTRIES LTD

  • VISHAL MEGA MART LTD

  • BHARAT ELECTRONICS LTD

  • GOI - 7.18% (14/08/2033) $$

  • METROPOLIS HEALTHCARE LTD

  • HDB FINANCIAL SERVICES LTD

  • PVR INOX LTD

  • ULTRATECH CEMENT LTD

  • ** 08.65 % BHARTI TELECOM LTD - 05/11/2027

  • ** 07.44 % POWER FINANCE CORPORATION - 15/01/2030

  • ** 07.41 % POWER FINANCE CORPORATION - 25/02/2030

  • ** 08.10 % TATA CAPITAL HOUSING FINANCE LTD - 19/02/2027

  • ** 08.05 % MUTHOOT FINANCE LTD - 25/11/2027

  • ** 07.49 % GIC HOUSING FINANCE LTD - 24/02/2027

  • ** 07.19 % JIO CREDIT LTD - 15/03/2028

  • GOI - 5.15% (09/11/2025) $$

  • ** 07.60 % POONAWALLA FINCORP LTD - 28/05/2027

  • SDL TAMILNADU 6.53% (06/01/2031)

  • ** - BAHADUR CHAND INVESTMENTS PVT. LTD - CP - 04/03/2026

  • ** - KOTAK MAHINDRA PRIME LTD - CP - 05/06/2026

  • SDL GUJARAT 8.53% (20/11/2028)

  • GRASIM INDUSTRIES LTD

  • SGS ANDHRA PRADESH 7.29% (15/01/2030)

  • ** 08.30 % TATA PROJECTS LTD - 07/01/2028

  • TATA NIFTY G-SEC DEC 2026 INDEX FUND

  • SDL MAHARASHTRA 7.60% (15/04/2030)

  • ** 08.03 % INDIA UNIVERSAL TRUST AL2 - 21/10/2026

  • ** 08.17 % INDIA UNIVERSAL TRUST AL2 - 21/11/2030

  • SDL HARYANA 7.86% (27/12/2027)

  • ** 07.13 % NHPC LTD - 11/02/2028

  • GOI - 6.97% (06/09/2026) $$

  • SDL TAMILNADU 6.95% (07/07/2031)

  • ** 07.14 % EXIM - 13/12/2029

  • LG ELECTRONICS INDIA LTD

  • TVS MOTOR COMPANY LTD (PREFERENCE SHARE) EX DT - 25/08/2025

  • YATRA ONLINE LTD

  • SGS MAHARASHTRA 7.03% (25/06/2038)

  • SGS KARNATAKA 7.73% (03/01/2035)

  • ACC LTD

  • BAJAJ AUTO LTD

  • UNITED SPIRITS LTD

  • SGS UTTAR PRADESH 7.70% (22/11/2035)

  • GOI - 5.77% (03/08/2030)

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Engineering - Construction

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Insurance

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Bank - Public

  • Automobiles - Passenger Cars

  • Port

  • Diesel Engines

  • Fintech

  • Cigarettes/Tobacco

  • Finance - Others

  • Logistics

  • BPO/ITeS

  • Metal - Non Ferrous

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Cable

  • Finance - Stock Broking

  • Consumer Food

  • Batteries

  • Retailing

  • Defence

  • Film Production, Distribution & Entertainment

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Travel Services

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

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Fund Manager

  • CARE-A

  • Cash

  • CRISIL-A1+

  • CRISIL-AA

  • CRISIL-AA+

  • CRISIL-AAA

  • CRISIL-AAA(SO)

  • Equity

  • ICRA-A1+

  • ICRA-AA

  • ICRA-AA+

  • ICRA-AAA

  • IND-AAA(SO)

  • MFU

  • Preference Shares

  • REITs & InvITs

  • SOV

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About Tata Balanced Advantage Fund

Scheme Analysis

Tata Balanced Advantage Fund is a Hybrid - Balanced Advantage fund and belongs to Tata Mutual Fund. It was launched on 28-Jan-2019 and currently has an AUM of ₹9,906.25 crore. Tata Balanced Advantage Fund is benchmarked against CRISIL Hybrid 50+50 - Moderate Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Tata Balanced Advantage Fund ended down ₹-0.02(-0.07%)yesterday to ₹23.2576.

Among its top 3 holdings the fund has exposure to D) REPO, and

The Tata Balanced Advantage Fund is managed by Sailesh Jain and Akhil Mittal.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782