TATA Balanced Advantage Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
5.09
10.84
14.05
-
11.49
Benchmark
-
-
-
-
-
Hybrid: Dynamic Asset Allocation
6.18
11.47
13.72
9.58
10.05
Yearly Performance (%)
Nav Movement
Fund Managers
Sailesh Jain, Akhil Mittal, Rahul Singh
Investment Objective
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.
Returns Calculator for
TATA Balanced Advantage Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
TATA Balanced Advantage Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
TATA Balanced Advantage Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal option