Tata Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 24 of 34

NAV · Direct-Growth

₹23.80-0.04-0.19%

As of 18 Aug 2026 · AMFI

NAV growth+5.1%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 7 of 7 years

Beats its Dynamic Asset Allocation / BAF category on 5Y but trails on 1Y & 3Y.

1Y return

+5.1%

-2.2 vs cat

3Y CAGR

+10.0%

-1.4 vs cat

5Y CAGR

+10.0%

+0.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.3%

3Y std dev

Go deeper on Tata Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Tata. Long-run track record: about 10.0% CAGR over 5 years. Worst historical drawdown: -20% in Mar 2020, recovered in 4 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K013S8

NAV (Direct-Growth)

₹23.7990

Last 1Y

+5.08%

Aug 25Min ₹21.64 · Max ₹24.05 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-20.0%

Peak ₹11.20 on 24 Jan 2020 → trough ₹8.96 on 23 Mar 2020 (2 months down).

Recovered in 4 months· 17 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.47%	-0.39%	26/ 41
1M	-0.06%	+0.99%	39/ 41
3M	+4.11%	+4.35%	24/ 41
6M	+1.20%	+4.42%	25/ 40
YTD	+1.48%	+4.16%	22/ 40
1Y	+5.08%	+7.28%	19/ 40
2Y	+4.14%	+4.77%	24/ 39
3Y	+10.02%	+11.38%	24/ 34
5Y	+10.02%	+9.40%	9/ 23
7Y	+12.62%	+11.12%	6/ 21

Available plans & options

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