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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

 

 

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