Fund Focus

Long-run Rewarder

Returns of this multi-cap fund won’t always excite, but Tata Balanced will reward over time…

This fund takes chances, but its track record does not go downhill as a result. In 2008, it managed an average show despite equity allocation averaging 69 per cent. Last year, the allocation averaged 74 per cent yet it fell by less than the category. Thanks to “marginal allocation to Metals, Oil & Gas, Utilities, Engineering and Capital Goods; underweight in Banking, specially PSU banks; overweight in FMCG, Pharma and some mid caps,” says Bhole. Despite its ab

This article was originally published on July 03, 2012.


Other Categories