Quotes

Back To Menu

Tata Balanced Advantage Fund - Direct (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | RahulSingh

15 Dec 25 | 12:00 AM

23.35 -0.01 (-0.06%)

  • Outperforms

    5.43%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 0.73%

  • Less Volatile

    0.40%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.20%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Balanced Advantage Fund - Direct (IDCW), has beaten its benchmark, Hybrid - Equity Oriented by 0.73% (CAGR difference)

5.43%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

16 Dec 2024

Risk

In last 1 year , the volatility of Tata Balanced Advantage Fund - Direct (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.20%

0.40%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition