Tata Balanced Plan

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This fund maintains a high equity allocation, which goes as high as 74 per cent on most occasions. The fund manager follows a multi-cap approach when investing in stocks, with mid- and small-cap exposure above 40 per cent. The blend of mid-cap stocks but non-concentrated holdings in sectors makes this fund aggressive. It also actively manages the equity-debt allocation and closely sticks to the allocation. The fund manager does not take concentrated exposure in stocks or sectors. Individual sectors rarely cross 12-13 per cent of the portfolio and in case of stocks the allocation is rarely above 5 per cent. The debt allocation is conservative, but is actively managed in quality papers and highly-rated securities.

 

Performance

After a tumultuous run in the initial years, this fund found its calling in 2002. Since then, it has managed to have a fairly good performance, barring 2008 when it could not better its benchmark. The fund has done well on most instances in the past 10 years, and was a top-quartile fund in 2009. This fund makes most of the market rallies, and is equally able to manage the fall during the bear phases. The equity portfolio, dominant in diversified, energy, financial and technology, has aided the performance over the past few years.

 

This fund is the most disciplined in the category and sticks closest to its equity-debt ratio with an average 74 per cent equity exposure. In the past three years, the allocation has been between 72 and 76 per cent with just 3 per cent range, which was least in the category.

 

The fund was resilient during the market downturn of 2011 when it had a fall of 12.02 per cent compared to the 15.98 per cent fall in the category average returns. Currently, healthcare and FMCG have also been among its dominant sectors, which has aided the performance. Consistent investments in quality large-cap stocks such as L&T, Infosys, Reliance, SBI, BHEL, M&M, HUL, ICICI and Crompton Greaves reflects in the performance.

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

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Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

1. ICICI Prudential Tax Plan Invest Online
2. HDFC TaxSaver Invest Online
3. DSP BlackRock Tax Saver Fund Invest Online
4. Reliance Tax Saver (ELSS) Fund Invest Online
5. Birla Sun Life Tax Relief '96 Invest Online
6. IDFC Tax Advantage (ELSS) Fund Invest Online
7. SBI Magnum Tax Gain Scheme 1993 Invest Online
8. Sundaram Tax Saver Invest Online
9. Edelweiss ELSS Invest Online

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Best Performing Mutual Funds

1. Largecap Funds Invest Online
1. DSP BlackRock Top 100 Fund
2. ICICI Prudential Focused Blue Chip Fund
3. Birla Sun Life Front Line Equity Fund
2. Large and Midcap Funds Invest Online

1. ICICI Prudential Dynamic Plan
2. HDFC Top 200 Fund
3. UTI Dividend Yield Fund
2. Mid and SmallCap Funds Invest Online

1. Reliance Equity Opportunities Fund
2. DSP BlackRock Small & Midcap Fund
3. Sundaram Select Midcap
4. IDFC Premier Equity Fund
3. Small and MicroCap Funds Invest Online

1. DSP BlackRock MicroCap Fund
4. Sector Funds Invest Online

1. Reliance Banking Fund
2. Reliance Banking Fund
5. Tax Saver MutualFunds Invest Online
1. ICICI Prudential Tax Plan
2. HDFC Taxsaver
3. DSP BlackRock Tax Saver Fund
4. Reliance Tax Saver (ELSS) Fund
6. Gold Mutual Funds Invest Online

1. Relaince Gold Savings Fund
2. ICICI Prudential Regular Gold Savings Fund
3. HDFC Gold Fund