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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
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Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	4.5	13
3 mth	4.2	3
6 mth	6.9	5
1 year	15.2	15
2 year	10.6	3
3 year	8.7	5
5 year	8.9	3

# Moneycontrol Rank within 19 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-2.4	-	-	-	-
2012	11.5	1.4	5.2	1.8	23.3
2011	-3.7	1.6	-4.8	-1.8	-8.7
2010	-0.2	0.5	6.3	1.6	9.1
2009	-	23.9	9.5	-0.2	44.0
2008	-13.7	-8.3	-0.4	-7.9	-28.5

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	4.5	4.2	6.9	15.2	10.6	8.7	8.9
Category avg	4.8	2.2	5.3	17.0	6.5	4.6	3.7
Difference of Fund returns and Category returns	-0.3	2.0	1.6	-1.8	4.1	4.1	5.2
Best of category	7.2	4.5	9.2	21.9	11.9	12.9	12.9
Worst of category	3.0	-1.7	-1.6	10.4	1.2	0.5	-5.9

Investment Info

Investment Objective

The investment objective of the scheme will be to provide long-term capital growth along with steady capital appreciation to its unit holders while at all times emphasising the importance of capital preservation.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Oct 14, 1995
Benchmark	CRISIL Balance Fund
Asset Size (Rs cr)	180.49 (Mar-30-2013)
Minimum Investment	Rs.500
Last Dividend	N.A.
Bonus	1:05 (Nov-14-2011)
Fund Manager	Marzban Irani /Amish Munshi View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	3.00%
Load Comments	Exit Load 3% if redeemded within < 3 years; 2% > 3 Years but < 7 years: 1% > 7 Years.

Contact Details

Regd. Office	Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No.	022 66315191/92/93
Fax No.	022 66315194
Email	kiran@tataamc.com
Website	http://www.tatamutualfund.com

Peer Comparison

Equity Oriented Hybrid Speciality Funds	Crisil Rank	Assets (Rs.cr)
Equity Oriented Hybrid Speciality Funds	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
UTI Childrens Career Balanced	Not Ranked	2,910.78	3.6	6.7	15.9	8.3	8.2
UTI Retirement Benefit Pension	Not Ranked	937.24	3.2	6.4	15.2	6.5	8.1
HDFC Childrens Gift (Inv)	Not Ranked	357.92	3.2	7.2	16.8	12.9	12.9
UTI Wealth Builder Sr-2 RP (G)	Not Ranked	589.43	-1.3	-1.6	10.4	9.6	--
ICICI Pru CCP - Gift Plan	Not Ranked	194.48	-1.7	-1.6	15.4	3.4	4.2
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	6.38	3.56
Reliance	Oil & Gas	5.91	3.30
ITC	Tobacco	5.82	3.24
HDFC	Banking/Finance	5.68	3.17
HDFC Bank	Banking/Finance	5.12	2.85
Nestle	Food & Beverage	4.88	2.72
TCS	Technology	4.85	2.70
Infosys	Technology	4.24	2.36
Larsen	Engineering	4.13	2.30
HUL	Cons NonDurable	4.09	2.28