Tata Balanced Adv Fund(G)-Direct Plan
This fund ranks 5th out of 38 funds in its category.
Strengths and Weaknesses
Low expense ratio compared to its category average.
Limiting losses during market downturns is a key feature of this fund's risk management strategy.
Under the debt allocation, the fund has potential for higher returns due to its high Net Yield to Maturity (YTM).
Under debt allocation, the fund holds low quality bonds and securities or maintains a concentrated portfolio.
Who should invest?
Conservative investors seeking a fund with flexibility and lower volatility that dynamically adjusts its allocation between equity, debt, and arbitrage categories in response to market conditions should consider this fund.
Who should avoid?
Aggressive investors looking for a fund that focuses predominantly on equity investments in all market conditions should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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