no icon
no icon
amc icon

Tata Hybrid Equity Fund Direct Plan Growth

Hybrid | Aggressive Hybrid Fund

(NAV as of 11/06/2024)
458.76 (0.13)

3Y Returns

15.16%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

0.97%

Fund Size

3624 Cr

Inception Date

01-Jan-13

Fund Manager

Chandraprakash Padiyar

Exit Load

Nil upto 12% of investments and 1% for remaining investments on or before 365D, Nil after 365D.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

76.04%

Debt & Others

23.96%

Market Cap Allocation

Large Cap

56.26%

Mid Cap

8.73%

Small Cap

11.05%

Other Cap

23.96%

Sector Allocation

Banks

22.49%

Govt-Sec

9.81%

Internet and Technology

7.71%

Finance

7.57%

Petroleum Products

6.93%

Top Ten Holdings

HDFC Bank Ltd

7.83%

Reliance Industries Ltd

6.93%

State Bank Of India

6.72%

Bharti Airtel Ltd

4.36%

ICICI Bank Ltd

4.33%

Investment Objective

The Investment Objective Of The Scheme Is To Provide Income Distribution And Or Capital Appreciation Over Medium To Long Term. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.

Fund House Detail

AMC Name

Tata Asset Management Limited

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

Similar Funds
amc icon

Tata Hybrid Equity Fund Direct Plan Growth

1Y

24.31%

3Y

15.16%

5Y

14.97%

amc icon

Jm Equity Hybrid Fund (Direct) - Growth Option

1Y

57.38%

3Y

24.92%

5Y

24.83%

amc icon

Icici Prudential Equity And Debt Fund - Direct Plan - Growth

1Y

38.66%

3Y

23.98%

5Y

21.66%

amc icon

Bank Of India Mid & Small Cap Equity & Debt Fund Direct Plan - Growthgrowth

1Y

50.23%

3Y

23.52%

5Y

25.24%

amc icon

Quant Absolute Fund Direct Plan - Growth

1Y

40.22%

3Y

21.79%

5Y

26.74%

amc icon

Edelweiss Aggressive Hybrid Fund - Direct Growth

1Y

33.92%

3Y

20.6%

5Y

19.47%

amc icon

Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth

1Y

34.65%

3Y

19.51%

5Y

NA

amc icon

Icici Prudential Thematic Advantage Fund (Fof) - Direct Plan - Growth

1Y

33.31%

3Y

19.51%

5Y

22.89%

amc icon

Uti Hybrid Equity Fund - Direct Growth Plan

1Y

32.8%

3Y

18.38%

5Y

17.89%

amc icon

Icici Prudential Passive Strategy Fund (Fof) - Direct Plan - Growth

1Y

33.59%

3Y

18.08%

5Y

17.36%

amc icon

Kotak Equity Hybrid Fund - Direct Plan Growth

1Y

31.33%

3Y

17.5%

5Y

19.13%

amc icon

Invesco India Equity And Bond Fund - Direct Plan Growth

1Y

36.45%

3Y

17.32%

5Y

16.2%

amc icon

Nippon India Equity Hybrid Fund Direct Plan Growth Option

1Y

30.63%

3Y

17.05%

5Y

13.01%

amc icon

Groww Aggressive Hybrid Fund-Direct Plan - Growth

1Y

30.44%

3Y

15.97%

5Y

15.48%

amc icon

Franklin India Equity Hybrid Fund - Direct Growth

1Y

32.21%

3Y

15.91%

5Y

16.76%

amc icon

Navi Equity Hybrid Fund Direct Plan Growth

1Y

24.78%

3Y

15.69%

5Y

14.4%

amc icon

Shriram Hybrid Equity Fund Direct - Growth

1Y

34.22%

3Y

15.6%

5Y

14.91%

amc icon

Hdfc Hybrid Equity Fund - Direct Plan - Growth Option

1Y

21.49%

3Y

15.37%

5Y

15.68%

amc icon

Canara Robeco Equity Hybrid Fund Direct Growth

1Y

26.83%

3Y

14.89%

5Y

16.76%

amc icon

Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth

1Y

25.91%

3Y

14.68%

5Y

15.99%

amc icon

Bandhan Hybrid Equity Fund Direct Plan-Growth

1Y

24.66%

3Y

14.52%

5Y

15.62%

amc icon

Union Hybrid Equity Fund - Direct Plan - Growth

1Y

26.47%

3Y

14.44%

5Y

NA

amc icon

Dsp Equity And Bond Fund - Direct Plan - Growth

1Y

28.26%

3Y

14.4%

5Y

16.68%

amc icon

Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan

1Y

28.59%

3Y

13.89%

5Y

14.23%

amc icon

Sbi Equity Hybrid Fund Direct Growth

1Y

25.31%

3Y

13.65%

5Y

14.92%

amc icon

Lic Aggressive Hybrid Fund - Direct Plan - Growth

1Y

28.41%

3Y

13.64%

5Y

13.19%

amc icon

Axis Equity Hybrid Fund - Direct Plan Growth

1Y

21.27%

3Y

11.57%

5Y

13.92%

amc icon

Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth

1Y

20.32%

3Y

11.31%

5Y

13.38%

amc icon

Motilal Oswal Equity Hybrid Fund-Direct Plan Growth

1Y

11.93%

3Y

9.77%

5Y

12.96%

amc icon

Hsbc Equity Hybrid Fund Direct Plan Growth

1Y

NA

3Y

3.39%

5Y

8.9%

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.