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Tata Balanced Fund - Invest Online

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94 8300 8300

 

Tata Balanced Fund

 

 

Tata Balanced Fund is one of our flagship funds. It has consistently been amongst the top quartile performer in its peer category.

 

One of the ideal avenue for conservative to moderate investors who would like to invest in equity market however, fear the volatility experienced by equity funds. The Fund provides an ideal avenue to diversify between equity and debt market with a bias towards equities.

 

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.

 

 

 

Balanced Funds

 

Contents

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fund / Benchmarks

Rating

AAUM (Rs Cr)

NAV

 

 

 

 

 

 

 

 

 

 

30-Jun-14

Rs

1 Month

2 Months

3 Months

6 Months

1 Year

2 Years

5 Years

10 Years

 

 

 

 

Return %

Return %

Return %

Return %

Return %

Return %

Return %

Return %

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tata Balanced Fund - Plan A

««««

648.52

134.89

2.13

13.34

19.37

28.51

38.45

24.36

17.57

20.26

 

 

 

 

 

 

 

 

 

 

 

 

Mutual Fund Performance Report

 

 

 

 

 

 

 

 

 

 

 

 

 

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

Leave a missed Call on 94 8300 8300

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PrajnaCapital [at] Gmail [dot] Com

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