How is Tata Balanced Fund Beneficial for the Investors?

The balanced mutual funds have been around in India for nearly two decades, and Tata Balanced Fund is one of the oldest schemes in this category. It has been a consistent performer in the industry and has accomplished its objective over an extended period of time. As we know that balanced or hybrid schemes invest in both equities and debts on a simultaneous basis, this scheme tends to deliver exceptional returns to the investors for growth and stability. The investors having moderate risk appetite must opt for this fund due to several factors which altogether lead to generating higher returns.

With the primary objective of income distribution along with medium- to long-term capital gains while emphasising on the capital appreciation, the fund is intended to generate exceptional profits for the investors in order to help one in accomplishing one’s financial goals. Let’s understand the reasons for which Tata Balanced Fund Growth is considered to be one of the major schemes for the benefit of the investors.

The scheme has the majority of the investments in the equity stocks and shares which result in generating exceptional profits for the investors while providing higher growth.
The debt instruments in the portfolio of the scheme aim at furnishing the regular earning requirements of the fund to let them gain substantial income.
Tata Balanced Fund is a growth-oriented plan which is focused on accumulating wealth for the investors in order to provide riches to them.
The returns generated by the funds in the past few year have been appreciable with a view to enhancing their earnings.
It is ranked among the top-five balanced funds as per CRISIL rating for the quarter which ended in March 2017.
The absolute returns of the scheme in the past are on the positive trend irrespective of the market moves.
The annual returns of the plan for the three and five years of investments are 16.20 and 19 percent respectively.
It has been consistently outperforming the benchmarks and is offering exceptional profits for the investors for a long time.
The portfolio of this fund constitutes the majority of the investments in the equity assets, while the remaining has been parked in the debt funds. With this, it aims to deliver stable growth and earnings to the investors.
The equity asset allocation is being made in the financial, energy, construction, healthcare, automobile, and engineering sectors, which are among the high-yielding industries all across.
The top holdings include HDFC Bank, ICICI Bank, ITC, Power Grid Corporation, Reliance Industries, Yes Bank, and Larsen & Toubro.

So with the analysis of Tata Balanced Fund (G), you can evaluate that whether it is suitable for your requirements or not. Being a hybrid fund, it provides the benefit of both the worlds which is highly appreciating for almost every type of investor. If you wish to gain growth and regular profits at the same time, this plan is a must-have for you.

There are portals which provide online investment services as well, and you too can opt for buying Tata Balanced Fund online for more convenience. MySIPonline is one of the fastest growing portals providing online mutual fund investing, and you must get in touch with them to start your investments in this plan in the best way.