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Tata Balanced Fund

Tata Balanced Fund, now renamed as Tata Hybrid Equity Fund, invests in a mix of equity and debt instruments to reduce the risk exposure of the portfolio, while aiming for capital growth. This investment strategy enables the fund to offer its investors the dual benefit of healthy returns from equity and reliable income from debt. The diversified portfolio controls the volatility of equities and also achieves higher returns than debt funds.

Launched on 8th October, 1995, Tata Hybrid Equity Fund has a Portfolio Turnover Ratio of 139.38% and a Category Average Turnover Ratio of 237.77%, as on 31st May 2019.

Statistics of Tata Balanced Fund

InstrumentsIndicative Allocation MinimumIndicative Allocation Maximum5 year
Equity and Equity Related Instruments65%80%High
Debt*, Money Market and Cash20%35%Low to Medium
Minimum Purchase AmountRs. 5, 000 and in multiple of Rs. 1 thereafter
Minimum Purchase AmountRs. 1,000 and in multiple of 1 thereafter
Regular Plan (Routed through Distributor)• Growth • Periodic Dividend • Monthly Dividend
Direct Plan (w.e.f. 1st Jan, 2013)• Growth • Periodic Dividend • Monthly Dividend
Entry LoadNA
Exit LoadOn or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Systematic Investment: Details

FrequencyNo. of InstalmentsMin. Instalment Amt.
Daily / Weekly / Monthly12Rs. 150
Monthly6Rs. 1,000
Quarterly6Rs. 1,000

Tata Balanced Fund Performance

PeriodReturns (in percentage)Rank
1 Month3.615
3 Months-2.940
6 Months1.742
1 Year6.451
2 Years11.848
3 Years8.643
5 Years16.823

The information is for illustrative purposes only and subject to change periodically. Fund data is as per data obtained on the 31st of March, 2018. NAV of the scheme is as per closing on the 26th of April, 2018.

Top Holdings of Tata Hybrid Equity Fund

Click here to know about Top Holdings of Tata Hybrid Equity Fund

The information is for illustrative purposes only and subject to change periodically. Fund data is as per data obtained on the 31st of March, 2018. NAV of the scheme is as per closing on the 26th of April, 2018.

Top Debt Holdings of Tata Hybrid Equity Fund

Why Invest in Tata Hybrid Equity Fund?

  • Like hybrid or balanced funds, Tata Hybrid Equity Fund invests in a combination of equity and debt instruments. The debt funds minimize the market volatility while the equity funds optimize returns, thus, maintaining balance in the portfolio.
  • Tata Hybrid Equity Fund is best suited for investors with a low to moderate risk appetite and looking for a long term investment option.

Documents Required for Tata Hybrid Equity Fund

  • Application form
  • KYC compliance
  • Proof of Identity (PoI) – Aadhaar, PAN, Voter ID, Driving license, Passport, any government-issued document with applicant’s photograph are accepted documents
  • Proof of Address (PoA) - Aadhaar, Passport, Driving License, Voter ID, electricity bill, gas bill, telephone bill, Ration Card, registered lease/sale document of residence, copy of insurance policy, bank statement, etc. are acceptable documents
  • Cancelled cheque for lump sum or SIP
  • Third party declaration (in case of minors)

FAQs on Tata Balanced Fund

What is Tata Hybrid Equity Fund?

Tata Hybrid Equity Fund, previously known as Tata Balanced Fund, invests in a mix of equity and debt instruments. While the debt funds minimize the risk exposure of the portfolio to market fluctuations and serve as a reliable income, the equity funds aim for capital growth.

Launched on 8th October, 1995, Tata Hybrid Equity Fund has a Portfolio Turnover Ratio of 139.38% and a Category Average Turnover Ratio of 237.77%, as on 31st May 2019.

Should I invest in Tata Hybrid Equity Fund?

You should invest in Tata Hybrid Equity Fund if your investment objectives is aligned with the fund’s objective.

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