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Tata Multi Asset Allocation Fund

HYBRIDMULTI ASSET ALLOCATION

Very High level indicator

INCEPTION

04 Mar 2020

FUND SIZE (AUM)

5184.61 Cr

BENCHMARK

65% BSE 200 TRI + 15% CRISIL Short Term Bond Index + 20% iCOMDEX Composite Index

RETURNS

1 YEAR

10.66%

3 YEARS

15.93%

5 YEARS

14.32%

SECTORS

Financial Services (28.53%)

Healthcare (4.73%)

Oil, Gas & Consumable Fuels (4.72%)

Metals & Mining (3.93%)

Others (28.56%)

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Tata Arbitrage Fund

HYBRIDARBITRAGE FUND

Low level indicator

INCEPTION

18 Dec 2018

FUND SIZE (AUM)

24335.62 Cr

BENCHMARK

Nifty 50 Arbitrage Index

RETURNS

1 YEAR

6.28%

3 YEARS

7.53%

5 YEARS

6.63%

SECTORS

Financial Services (30.09%)

Metals & Mining (5.68%)

Telecommunication (4.56%)

Fast Moving Consumer Goods (4.11%)

Others (21.25%)

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Tata Balanced Advantage Fund

HYBRIDDYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

Very High level indicator

INCEPTION

28 Jan 2019

FUND SIZE (AUM)

8868.88 Cr

BENCHMARK

CRISIL Hybrid 50+50 - Moderate Index

RETURNS

1 YEAR

2.96%

3 YEARS

10.40%

5 YEARS

10.35%

SECTORS

Financial Services (21.53%)

Oil, Gas & Consumable Fuels (5.72%)

Healthcare (5.39%)

Fast Moving Consumer Goods (3.90%)

Others (28.61%)

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Tata Aggressive Hybrid Fund

HYBRIDAGGRESSIVE HYBRID FUND

Very High level indicator

INCEPTION

08 Oct 1995

FUND SIZE (AUM)

3778.75 Cr

BENCHMARK

CRISIL Hybrid 35+65 Aggressive Index

RETURNS

1 YEAR

-0.14%

3 YEARS

9.59%

5 YEARS

10.36%

SECTORS

Financial Services (20.86%)

Fast Moving Consumer Goods (8.76%)

Telecommunication (6.57%)

Capital Goods (5.78%)

Others (32.65%)

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© Copyright 2026 Tata Mutual Fund. All Rights Reserved.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.