TATA BALANCED FUND - Invest Online
Product positioning:
The Fund invests 65%-75% in equities with a bias towards large cap with a growth style of investment and on the debt side focuses on generating returns through accrual and capital appreciation.
Ideal for:
• Ideal for investors with high to moderate risk profile
• Investors looking for a combination of debt and equity investments with a bias towards equity
Investment strategy*:
Tata Balanced Fund aims at seeking a combination of equity and debt investments which optimize the returns on the portfolio at the same time lower the volatility of returns. The scheme actively manages the combination of the equity and debt investments depending upon the existing market conditions and outlook. It aims to seek an optimum combination of capital appreciation and income opportunities. The schemes turns almost as aggressive as normal equity scheme in case of a bullish market phase but less risky when market heads southward due to higher debt allocations. On the debt side, the fund focuses on optimizing returns with lower volatility and emphasis on building a portfolio of quality papers. The debt portion aims at generation of stable income flows to the portfolio.
We aim to avoid large cash calls in the portfolio and hence, the equity portion remains predominantly at the higher end of the equity allocation band of 65%-75%
*These are based on the fund manager's current outlook and are subject to change. For detailed asset allocation and investment strategy please refer to the Scheme Information Document.
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| Fund / Benchmarks | Rating | AAUM (Rs Cr) | NAV |
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| 30-Jun-15 | Rs | 1 Year | 2 Years | 3 Years | 5 Years | 7 Years | 10 Years | Since Inception | |
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| Return % | Return % | Return % | Return % | Return % | Return % | Return % |
| Tata Balanced Fund - Regular Plan | «««« | 3267.77 | 166.19 | 19.23 | 34.78 | 22.55 | 15.30 | 17.20 | 17.27 | 16.98 |
| Mutual Fund Performance Report |
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