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

Pradeep Gokhale

Pradip GokhaleMr. Gokhale, B.Com, CA and CFA with over 21 years of experience. In the past, he has worked with Lubrizol India, Tata International Ltd. and Bombay Dyeing in the finance and taxation departments. He was Deputy General Manager with Credit Analysis and Research Ltd. He joined Tata Asset Management Ltd. as Deputy General Manager, Investment in 2004.


Akhil Mittal

Akhil MittalMr. Akhil Mittal started his career in 2004 at Rallis India Limited where he worked till 2006 in the treasury department looking after working capital management, foreign exchange management & banking. He moved to Edelweiss Securities Limited in 2006, where he worked in the Corporate Treasury & resources department looking after resource mobilization, working capital management, banking & investments. Akhil joined Canara Robeco Asset Management Co Ltd as a fund manager looking after fixed income funds from Sept 2008 till Nov 2010 & from March 2011 to June 2014. He managed various Fixed Income portfolios including money market funds, duration funds & hybrid funds. He also had a brief stint with Principal PNB Asset Management Co Ltd from Nov 2010 to Feb 2011 where he worked as a Senior Fund Manager looking after Fixed Income Investments. Akhil joined Tata Asset Management in June 2014 as senior fund manager looking after fixed income investments. He is a B.Com graduate & holds an MBA degree from University Business School.


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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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