Fund Analysis

High on equity

Tata Balanced Plan A maintains high equity allocation irrespective of the market condition, leading to its consistent performance...

Strategy This fund maintains a high equity allocation, which goes as high as 74 per cent on most occasions. The fund manager follows a multi-cap approach when investing in stocks, with mid- and small-cap exposure above 40 per cent. The blend of mid-cap stocks but non-concentrated holdings in sectors makes this fund aggressive. It also actively manages the equity-debt allocation and closely sticks to the allocation. The fund manager does not t

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