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

Plan: OPEN | Option: Dividend | RahulSingh

20 Dec 24 | 12:00 AM

19.83 -0.39 (-1.90%)

  • Underperforms

    12.41%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -5.84%

  • Less Volatile

    0.45%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.20%

  • Not so consistent

    5/12

    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 (IDCW), has underperformed its benchmark, Hybrid - Equity Oriented by -5.84% (CAGR difference)

12.41%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

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

0.45%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 43 Stocks beating the benchmark 28 Stocks not beating the benchmark

View Stock Composition