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Tata Balanced Fund

Type of Scheme

An open-ended balanced fund

Launch Date

August 30, 1995

Fund Objective

The investment objective of the scheme is to provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

Fund Investment Strategy

The scheme will invest in equity and equity related instruments as well as in debt and money market instruments.

Asset Allocation

Instruments	Indicative allocations** ( % of total assets)		Risk Profile
Instruments	Minimum	Maximum	High/Medium/Low
Equity & Equity Related Instruments	75	65	High
Debt*, Money Market and Cash	35	25	Low to Medium
** At the time of investment. Investment by the scheme in securitised debt, will not normally exceed 50% of the debt investments in the scheme. Investment in derivatives/ futures/ options may be done for hedging and portfolio balancing.

Liquidity

NAV calculation on all business days

Options Available

Growth & Dividend

Minimum Application Amount

Rs.5,000/- and in multiples of Re.1/- thereafter