Nippon India Balanced Advantage Fund vs Tata Balanced Advantage Fund
Over the last 3 years, Nippon India Balanced Advantage Fund returned 11.8% a year against 9.2% for Tata Balanced Advantage Fund (Direct plans). In falling months, Nippon India Balanced Advantage Fund fell less: 111% of the index's fall, against 124%. Data as of 12 Nov 2026.
| Nippon India Balanced Advantage Fund | Tata Balanced Advantage Fund | |
|---|---|---|
| Category | Balanced Advantage | Balanced Advantage |
| Fund house | Nippon India Mutual Fund | Tata Mutual Fund |
| Benchmark | 50% Nifty 50 TRI + 50% bond funds | 50% Nifty 50 TRI + 50% bond funds |
| Age | 13.9 years | 7.8 years |
| AUM on 30 Oct 2026 | ₹9,448 cr | ₹7,757 cr |
| Direct plan | ||
| Rating | A | B |
| Expense ratio | 0.89% | 0.68% |
| 1Y return | 4.6% | 1.9% |
| 3Y return (a year) | 11.8% | 9.2% |
| 5Y return (a year) | 10.0% | 8.9% |
| 3Y vs index | +2.8% | +0.2% |
| Rating score, rank | 72 · #8 of 30 | 43 · #19 of 30 |
| Regular plan | ||
| Rating | A | C |
| Expense ratio | 1.99% | 1.85% |
| 1Y return | 3.4% | 0.6% |
| 3Y return (a year) | 10.5% | 7.8% |
| 5Y return (a year) | 8.7% | 7.4% |
| 3Y vs index | +1.7% | -1.0% |
| Rating score, rank | 70 · #7 of 30 | 43 · #20 of 30 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 98% |
| Deepest fall, 3Y | -8.6% | -8.5% |
| Volatility, 3Y | 8.5% | 8.2% |
| Max fall, 5Y | -8.6% | -8.5% |
| Down capture, 3Y | 111 | 124 |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
Nippon India Balanced Advantage Fund or Tata Balanced Advantage Fund: which is better?
On our track-record ratings (Direct plans), Nippon India Balanced Advantage Fund is rated A and Tata Balanced Advantage Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Nippon India Balanced Advantage Fund or Tata Balanced Advantage Fund: which has done better?
Over the last 3 years, Nippon India Balanced Advantage Fund returned 11.8% a year against 9.2% for Tata Balanced Advantage Fund (Direct plans).
How much do Nippon India Balanced Advantage Fund and Tata Balanced Advantage Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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