TATA Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
In plain English
TATA Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option is a Dynamic Asset Allocation / BAF scheme from Tata. 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
NAV (Direct-Growth)
₹22.8052
Last 1Y
-0.17%
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).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Available plans & options
- DirectIDCW PayoutTATA Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum capital withdrawal optionINF277K014S6
Enrichment pending for this scheme
Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.
NEW
See your SIP through Indian market history
Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.
Try Wealth Time MachineAI · Free
Find what's really inside your funds
Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 specific actions, written by AI in plain English.
Run Portfolio X-Ray