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Fund Family
Category
Scheme
Tata Balanced Advantage Fund (IDCW) RI
Summary Info
Fund Name : Tata Mutual Fund
Scheme Name : Tata Balanced Advantage Fund (IDCW) RI
AMC : Tata Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 09-Jan-19
Fund Manager : RahulSingh
Net Assets:(Rs in cr) 8779.78
NAV Graph
NAV Details
NAV Date : 10-Aug-26
NAV [Rs] : 20.51
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
Exit Load % : Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 5000
Increm.Investment (Rs) : 1000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 0.37 0.04 -2.00 -2.13 0.78 7.15 7.87 9.97
Category Avg 1.18 1.67 2.92 2.66 7.02 11.57 10.65 11.60
Category Best 2.70 4.60 7.10 14.96 24.38 23.01 21.51 33.29
Category Worst 0.11 -1.58 -2.00 -5.71 -5.96 0.74 3.83 0.85
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  0.5710 2.4358 0.1910 1.1255 -0.0216
* Move mouse over the headings to view the definitions.
Asset Allocation
Holdings 31-Jul-26
Company Name % Hold
Reliance Industr 4.69
Bharti Airtel 3.17
HDFC Bank 2.95
ICICI Bank 2.49
Larsen & Toubro 2.25
Apollo Hospitals 2.00
Godrej Propert. 1.85
Shriram Finance 1.81
M & M 1.70
Bajaj Finserv 1.69
Hind. Unilever 1.63
Cummins India 1.52
SBI 1.52
Federal Bank 1.51
Bajaj Finance 1.44
Tata Capital 1.34
Dr Lal Pathlabs 1.33
Adani Ports 1.33
Sun Pharma.Inds. 1.30
Infosys 1.27
Shree Cement 1.27
Axis Bank 1.24
NTPC 1.24
Tata Steel 1.21
PB Fintech. 1.21
Niva Bupa Health 1.21
Adani Enterp. 1.19
Max Financial 1.12
Delhivery 1.08
Ambuja Cements 1.00
O N G C 0.99
Tech Mahindra 0.98
Inventurus Knowl 0.93
Adani Energy Sol 0.92
Prestige Estates 0.89
ITC 0.88
HDFC Life Insur. 0.86
Varun Beverages 0.85
B P C L 0.85
Tenneco Clean 0.81
Vedanta Aluminiu 0.74
ICICI Lombard 0.73
Vishal Mega Mart 0.70
Cartrade Tech 0.65
KEC Internationa 0.59
Sedemac Mechatro 0.56
Dabur India 0.50
IndusInd Bank 0.47
Metropolis Healt 0.44
Pine Labs 0.38
Power Grid Corpn 0.35
Grasim Inds 0.33
Bharat Electron 0.14
Polycab India 0.12
Mankind Pharma 0.06
Uno Minda 0.02
Max Healthcare 0.00
Poonawalla Fin 1.42
Power Fin.Corpn. 1.14
Tata Comm 1.12
Adani Power 0.85
Mahindra Rural 0.58
Brookfield India 0.56
N A B A R D 0.56
Godrej Propert. 0.46
Muthoot Finance 0.28
Bharti Telecom 0.28
GIC Housing Fin 0.28
Tata Projects 0.23
Torrent Pharma. 0.17
GMR Airports 0.06
NHPC Ltd 0.06
E X I M Bank 0.03
JSW Kalinga Stee 0.59
I R F C 0.01
GSEC2064 2.10
GSEC2032 1.82
GSEC2054 1.64
GSEC2040 6.68 1.11
ANDHRA PRADESH 2036 1.09
GSEC2034 0.93
GSEC2026 0.91
GSEC2030 0.88
GUJARAT 2029 0.59
Andhra Pradesh 2029 0.58
Maharashtra 2032 0.57
Gsec2039 0.57
Himachal Pradesh 2028 0.57
Karnataka 2030 0.56
Tamil Nadu 2029 0.52
GSEC2033 0.41
Tamil Nadu 2031 0.28
GSEC2036 0.28
GSEC2035 6.48 0.17
Gujarat 2030 0.17
Maharashtra 2030 0.17
TAMIL NADU 2031 0.06
GSEC2027 0.06
Haryana 2027 0.06
GSEC2026 0.06
Karnataka 2035 0.00
UTTAR PRADESH 2035 0.00
GSEC2030 0.00
Reverse Repo 0.07
Sansar Trust 0.52
India Universal Trust AL1 0.45
Liquid Gold Series 0.21
India Universal Trust AL2 0.07
Net CA & Others 2.58
TVS Motor Co. 0.02
Tata Corporate Bond Fund - Dir (G) 0.64
Muthoot Finance 0.57
Brookfield India 1.61
Nexus Select 1.15
Altius Telecom 0.97
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