Fund Analysis

Walking on A Tightrope

Tata Balanced has managed to fulfill the tough task of delivering returns without compromising on safety

The tightrope walk between safety and returns that a balanced fund has to perform is not straightforward, but Tata Balanced has done this better than most of its peers. This fund has handsomely outperformed the benchmark as well as the category over the last ten years. Ten year returns have been 16.7 per cent per annum. This compares very well with the category average of 13.5 per cent and the benchmark's 10.7 per ce

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