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Tata Multi Asset Allocation Fund

HYBRIDMULTI ASSET ALLOCATION

Very High level indicator

INCEPTION

04 Mar 2020

FUND SIZE (AUM)

4984.03 Cr

BENCHMARK

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

RETURNS

1 YEAR

17.30%

3 YEARS

17.81%

5 YEARS

17.09%

SECTORS

Financial Services (30.18%)

Oil Gas And Consumable Fuels (4.39%)

Healthcare (4.15%)

Automobile And Auto Components (3.89%)

Others (26.82%)

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Tata Arbitrage Fund

HYBRIDARBITRAGE FUND

Low level indicator

INCEPTION

18 Dec 2018

FUND SIZE (AUM)

21168.70 Cr

BENCHMARK

Nifty 50 Arbitrage Index

RETURNS

1 YEAR

7.17%

3 YEARS

7.89%

5 YEARS

6.66%

SECTORS

Financial Services (27.91%)

Fast Moving Consumer Goods (6.11%)

Metals And Mining (6.07%)

Capital Goods (5.73%)

Others (29.58%)

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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)

9675.93 Cr

BENCHMARK

CRISIL Hybrid 50+50 - Moderate Index

RETURNS

1 YEAR

6.87%

3 YEARS

12.34%

5 YEARS

12.23%

SECTORS

Financial Services (24.68%)

Healthcare (5.56%)

Oil Gas And Consumable Fuels (5.29%)

Information Technology (4.79%)

Others (24.88%)

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Tata Aggressive Hybrid Fund

HYBRIDAGGRESSIVE HYBRID FUND

Very High level indicator

INCEPTION

08 Oct 1995

FUND SIZE (AUM)

4066.15 Cr

BENCHMARK

CRISIL Hybrid 35+65 Aggressive Index

RETURNS

1 YEAR

6.26%

3 YEARS

12.59%

5 YEARS

13.91%

SECTORS

Financial Services (23.72%)

Fast Moving Consumer Goods (8.71%)

Information Technology (6.37%)

Telecommunication (5.71%)

Others (31.07%)

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

Hybrid Funds | Best Performing Hybrid Funds | Tata Mutual Fund