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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Tata Balanced

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Name of the Fund: Tata balanced (G)

Ranked #2 by CRISIL

Category: Equity – Hybrid

Expense Ratio: 3%

Risk Level: Average

Benchmark: Crisil balanced

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

Returns (Annualized)

1-Year3-Year5-Year
12.82%11.35%22.54%

Our Review

Tata balanced fund (g) has made its inception in the year 1995. It has managed to comprehensively beat the benchmark index i.e. crisil balanced in the 1, 3 and 5 year returns. Top holdings of the fund include HCL, TCS, United Spirits, HDFC bank and Infosys.

The fund has managed itself brilliantly irrespective of the market ups and downs. Since inception, it has delivered returns of 13.82% p.a. These numbers prove its worth as a long term investment. Also, since it does not invest 100% into equity, it could weather the bad times. Debt investment is done only in high rated securities and equity investment is diversified across different sectors and stocks.

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