Tata Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund scheme from Tata Asset Management Pvt Ltd. The fund was launched on 29 January 2019 and is managed by Murthy Nagarajan, Amit Somani, Rahul Singh, and Sailesh Jain. As of 9 October 2026, the fund has an AUM of ₹8,538.57 Cr and its latest NAV is ₹19.93. The fund has a Very High Risk risk rating.
The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹5,000.
The fund primarily invests in Financial Services, Energy, and Real Estate and its top holdings include Reliance Industries Ltd, HDFC Bank Ltd, Bharti Airtel Ltd, ICICI Bank Ltd, and 7.34% Govt Stock 2064. The fund has delivered -2.9% returns over the last 1 year, 6.0% annualised returns over 3 years, 6.5% annualised returns over 5 years, and 9.4% annualised returns since inception.
Tata Balanced Advantage Fund Regular Growth may be suitable for investors looking for Dynamic Asset Allocation and who are comfortable with Very High Risk risk.






