Tata Balanced Advantage Fund-Direct Plan-Growth

Tata Balanced Advantage Fund-Direct Plan-Growth is a Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage mutual fund from Tata Asset Management Limited. ISIN INF277K013S8. 1Y return -4.29%, 3Y CAGR 7.38%, 5Y CAGR 7.88%, AUM ₹8,604 crore. Track NAV history, returns, CAGR and portfolio holdings on Neovesh.

Fund house

Tata Asset Management Limited

Category

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

ISIN

INF277K013S8

1-year return

-4.29%

3-year CAGR

7.38%

5-year CAGR

7.88%

Fund AUM (Jul–Sep 2026 average)

₹8,604 crore