SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) vs TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
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 - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | SBI Balanced Advantage... | TATA Balanced Advantag... |
|---|---|---|
| NAV | ₹16.72 | ₹22.95 |
| Star Rating | ★★★★ | ★★★★ |
| Expense Ratio | 0.73% | 1.35% |
| AUM | ₹40,732 Cr | ₹70,569 Cr |
| 1M Return | +1.66% | -2.11% |
| 3M Return | +1.4% | +0.31% |
| 6M Return | -0.67% | -2.31% |
| 1Y Return | +1.96% | +2.6% |
| 3Y CAGR | +11.25% | +11.7% |
| 5Y CAGR | — | +10.88% |
| Risk Level | — | — |
| Fund Manager | Dinesh Ahuja | S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai |