Tata Mutual Fund
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Tata Balanced Fund

Tata Balanced Fund
Overview

Balanced funds also known as Hybrid funds invest in combination of debt and equity instruments to provide a portfolio which combines the growth opportunities of equity and steady income from the debt. It also helps in a diversified portfolio which is lower in volatility as compared to equity funds and also provides potentially higher return opportunities than debt funds.

Tata Balanced Fund aims at seeking a combination of equity and debt investments which optimize the returns of the portfolio and at the same time manages the volatility of fund. 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.


Asset Allocation
65% to 75% investment in Equity & equity related instruments & 25% to 35% in debt & money market instruments.
Fund Manager

Gopal Agrawal

Gopal Agrawal has over 15 years of experience in the field of finance and financial related services.

In his present role since April 2017 as the CIO-Equities at Tata Asset Management, Gopal is responsible for overall equity investment performance. In addition, he will also be managing and co-managing few equity funds.

In his previous assignment at Mirae Asset Financial Group, Gopal was Chief Investment Officer and Head - Equity and later re-designated as CIO/Chief Strategist where he was responsible for overall fund management in the Equity and Fixed Income domain.

Prior to Mirae, Gopal was a Fund Manager with SBI Mutual Fund. His other career stints include Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL (4years as an engineer).

Gopal is a chemical engineer with Masters in Business Administration.


Pradeep Gokhale : Co-Fund Manager

Pradip GokhaleWith over 25 years of experience, Pradeep Gokhale serves as the Senior Fund Manager at Tata Asset Management Limited.

Pradeep joined Tata Asset Management in September 2004 in investment department and was head of research prior to becoming a fund manager.

Prior to joining Tata Asset Management, he worked for 9 years with Credit Analysis and Research Ltd (CARE), where he was the head of financial sector ratings.

Pradeep started his career as a finance executive with reputed companies like Lubrizol India, Tata International and Bombay Dyeing.

Pradeep is a Chartered Accountant and a Chartered Financial Analyst. He also holds a Bachelor’s degree in Commerce.


Murthy Nagarajan

Murthy Nagarajan is the Head of Fixed Income at Tata Asset Management.

With an expertise spanning decades in the debt market, Murthy brings in a rich and valuable industry experience of more than 20 years in the financial services space.

Prior to his appointment at Tata Asset Management, Murthy was working with Quantum AMC. He was also associated with Mirae Asset Global Investment India Ltd. in the Investment Department as the Head of Fixed Income for more than two years.

Murthy holds a Master of Commerce degree and has completed his PGDBA from Somaiya Institute of Management and Research.


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Scheme Information
Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Nature of scheme
An Open Ended Balanced Scheme.
Date of Allotment
08 Oct 1995
Options / Plan
Tata Balanced Fund
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
  • - Monthly Dividend
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend
  • - Monthly Dividend
Entry Load
NIL
Exit Load

1.00% if redeemed on or before expiry of 365 days from the date of allotment.

Min. Purchase Amount
5,000/-
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
500/- or 50 units
SIP
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1000/-
Quarterly 6 1000/-
4 1500/-
Systematic Withdrawal Plan

Available

Yes

Frequency

Monthly/Quarterly

Min. Withdrawal Amt.

500/-
STP
Available

*There is no minimum amount requirement in case unitholder is opting for an all units switch.


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