|Fund Type||Open Ended|
|Benchmark||CRISIL Hybrid 25+75 Aggressive Index|
|Asset Size(Cr)||5237.73 (As on Jul 31, 2018)|
|Fund Manager||Pradeep Gokhale (2.2), Murthy Nagarajan (1.2)|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Tata Hybrid Equity Fund (MD)|| ||6.09 %||6.65 %||18.58 %|
|Aditya Birla Sun Life Equity Hybrid 95 Fund (G)|| ||6.66%||10.63%||19.58%|
|Reliance Equity Hybrid Fund (G)|| ||8.74%||11.37%||20.49%|
|ICICI Prudential Equity & Debt Fund (G)|| ||8.12%||11.5%||19.96%|
|SBI Equity Hybrid Fund (G)|| ||12.04%||10.24%||19.73%|
|L&T Hybrid Equity Fund (G)|| ||7.37%||10.03%||20.11%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
A mutual fund programme always helps in earning high-yielding returns by diversifying the associated risk. And, as an investor wishes to fetch high profits, this programme is best suited to him/her. But along with income, one also wants to get it on a monthly basis. Thus, a strategy which fulfills both of these requirements are preferred the most.
The Tata Mutual Fund is among the most prominent AMCs in the market which has been providing the best investment solutions to the investors since its incorporation. Among the various strategies, the Tata Balanced Fund Monthly Dividend is the one which is offering the combined benefits of capital appreciation and regular income. Here we are providing you with the broad parameters that would help you get a general review of this scheme.
So as per the above description, one can conclude that the Tata Balanced Fund is one of the best mutual fund schemes and a must-have in your portfolio. You can also put your monies into it using SIP(Systematic Investment Plan), and buy the same using the online mode. It is the best scheme to stabilise income.
If you are desirous of investing in a well-planned mutual fund, then you can avail our services at MySIPonline, and use different tools including SIP calculator to take a better decision.