What are the 1-year returns of Tata Balanced Advantage Fund Direct-Growth?
Tata Balanced Advantage Fund Direct-Growth has delivered a 1-year return of -4.01% as of 21 Oct 2026. During the same period, its benchmark CRISIL Hybrid 50+50 Moderate Index returned -11.34%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Tata Balanced Advantage Fund Direct-Growth?
Tata Balanced Advantage Fund Direct-Growth has delivered a 3-year CAGR of 6.91% as of 21 Oct 2026. Its benchmark CRISIL Hybrid 50+50 Moderate Index returned 6.82% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Tata Balanced Advantage Fund Direct-Growth?
Tata Balanced Advantage Fund Direct-Growth has delivered a 5-year CAGR of 7.70% as of 21 Oct 2026. Its benchmark CRISIL Hybrid 50+50 Moderate Index returned 5.85% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Tata Balanced Advantage Fund Direct-Growth since inception?
Since its launch on 27 Jan 2019, Tata Balanced Advantage Fund Direct-Growth has delivered a CAGR of 10.87%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Tata Balanced Advantage Fund Direct-Growth performed vs its category over the long term?
Over the long term, Tata Balanced Advantage Fund Direct-Growth has ranked 27 out of 31 funds in the Hybrid: Dynamic Asset Allocation category on a 3-year basis, and 14 out of 23 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Tata Balanced Advantage Fund Direct-Growth?
The Sharpe ratio of Tata Balanced Advantage Fund Direct-Growth is 0.23 (as of 21 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Tata Balanced Advantage Fund Direct-Growth?
The alpha of Tata Balanced Advantage Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Tata Balanced Advantage Fund Direct-Growth?
The beta of Tata Balanced Advantage Fund Direct-Growth is 1.01 (as of 21 Oct 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark CRISIL Hybrid 50+50 Moderate Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Tata Balanced Advantage Fund Direct-Growth's beta of 1.01 indicates it is more aggressive than its benchmark.
What are the rolling returns of Tata Balanced Advantage Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Tata Balanced Advantage Fund Direct-Growth is 13.09% and 13.78% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
