IndiaInfoline Mutual Funds Fund Houses Tata Mutual Fund Portfolio Balanced Funds

Tata Balanced Funds

View Portfolio of Funds by type :
No of schemes : 320
Corpus under management : Rs.19897.0946 crs. (as on 31-Mar-2013)
Balanced Funds (18) | Equity Funds (50) | Fixed Maturity Plans (130) | Floating Rate Income Funds (18) | Gilt Funds (25) | Global Funds (5) | Income Funds (21) | Liquid Funds (21) | Monthly Income Plans (13) | Short Term Income Funds (4) | Ultra Short Term Funds (15)
Asset Date: 19-Jun-2013
Scheme Name1m %3m %1y %3y %Fund Size (Rs. Cr)
Tata Balanced Fund - (Div-M) [3.4] 1.8 19.6 NA 559
Tata Balanced Fund - (G) [3.4] 1.3 16.6 7.9 559
Tata Balanced Fund - (D) [3.4] 1.3 15.6 7.7 559
Tata Young Citizens Fund [2.3] 2.0 11.5 7.4 181
Tata Retirement Savings Fund - Moderate (G) [4.3] 0.1 10.4 NA 09
Tata SIP Fund - Series 3 (G) [2.7] [0.3] 10.2 NA 13
Tata SIP Fund - Series 3 (D) [2.7] [0.3] 10.2 NA 13
Tata Capital Protection Fund - Sr.I (G) [1.1] 1.6 10.1 NA 125
Tata Capital Protection Fund - Sr.I (D) [1.1] 1.6 10.1 NA 125
Tata Retirement Savings Fund - Conservative (G) [0.9] 1.7 8.4 NA 02
Tata Capital Protection Fund - Sr.II (G) [1.1] 1.7 NA NA 82
Tata Capital Protection Fund - Sr.II (D) [1.1] 1.7 NA NA 82
Tata Balanced Fund - Direct (G) [3.4] 1.5 NA NA 559
Tata Young Citizens Fund - Direct [2.2] 2.1 NA NA 181
Tata Balanced Fund - Direct (D) [3.4] 1.5 NA NA 559
Tata Balanced Fund - Direct (Div-M) [3.4] 2.0 NA NA 559
Tata Retirement Savings Fund - Conservat-Dir (G) [0.8] 1.9 NA NA 02
Tata Retirement Savings Fund - Moderate-Dir (G) [4.2] 0.6 NA NA 09

Contact Information

 
Registered
Mafatlal Centre,9th Floor,
Nariman Point,
Mumbai - 400 021.
Phone: 022 - 6657 8282.
Email: kiran@tataamc.com
Website: www.tatamutualfund.com
Service Centre
Mulla House, Ground Floor,
51,M.G.Road, Near Flora
Fountain, Mumbai-400001.
Phone: 022-66315191/92/93,
Email: kiran@tataamc.com
Website: www.tatamutualfund.com

Mutual Fund News

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Key Information

Incorporation Date : 15-Mar-1994
Total Assets Managed (Cr.) : 10,652.31
Trustee/s : N/A
Chairman : N/A
CEO / MD : N/A
CIO : N/A
President : N/A
Director/s : Arvind Sethi
Compliance Officer/s : Upesh Shah
Investor Service Officer/s : Kashmira Kalwachwala
Fund Manager/s : Mr. Pradeep Gokhale

Other Information

Auditors :  N/A
Registered Office : Mafatlal Centre,9th Floor, ,Nariman Point, ,Mumbai - 400 021.
Contact Nos : 022 - 6657 8282.
Fax : 022 - 2261 3782.
Email : kiran@tataamc.com
Website :  www.tatamutualfund.com

Fund Manager Speak

Tushar Pradhan, CIO, HSBC Mutual Fund
“Our research shows that a disciplined approach to buying companies that look attractive on this matrix provides significant longer term outperformance.”..
Vikaas Sachdeva, CEO, Edelweiss Asset Management Ltd
Kaushik Dani, Head of Equity, Peerless Funds Management Company
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