Fund Analysis

Outperformance at Lower Risks

Tata Balanced Fund has maintained four- or five-star ratings in the last seven years by negotiating risks in equity as well as debt

This fund has managed to retain a four- or five-star rating in the choppy markets of the last seven years. It has beaten its benchmark and peers by handsome margins over one-, three- and five-year time frames. A solid performer, it has been among the top ten funds in the balanced category in eight of the last ten years. Strategy: The fund retains a roughly 75:25 equity

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