SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) vs Tata Balanced Advantage Fund-Direct Plan-Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
Tata Balanced Advantage Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | SBI Balanced Advantage... | Tata Balanced Advantag... |
|---|---|---|
| NAV | ₹16.72 | ₹23.82 |
| Star Rating | ★★★★ | ★★★ |
| Expense Ratio | 0.73% | 0.68% |
| AUM | ₹40,732 Cr | ₹8,770 Cr |
| 1M Return | +1.66% | -1.75% |
| 3M Return | +1.4% | +1.44% |
| 6M Return | -0.67% | -1.53% |
| 1Y Return | +1.96% | +1.34% |
| 3Y CAGR | +11.25% | +10.02% |
| 5Y CAGR | — | +10.06% |
| Risk Level | — | — |
| Fund Manager | Dinesh Ahuja | Sailesh Jain |