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Tata Multi Asset Allocation Fund

HYBRIDMULTI ASSET ALLOCATION

Very High level indicator

INCEPTION

04 Mar 2020

FUND SIZE (AUM)

4837.93 Cr

BENCHMARK

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

RETURNS

1 YEAR

16.53%

3 YEARS

17.62%

5 YEARS

17.17%

SECTORS

Financial Services (25.94%)

Oil Gas And Consumable Fuels (4.98%)

Healthcare (4.59%)

Telecommunication (3.99%)

Others (26.07%)

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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)

9547.29 Cr

BENCHMARK

CRISIL Hybrid 50+50 - Moderate Index

RETURNS

1 YEAR

7.38%

3 YEARS

12.66%

5 YEARS

12.66%

SECTORS

Financial Services (23.82%)

Oil Gas And Consumable Fuels (5.71%)

Healthcare (5.61%)

Information Technology (4.61%)

Others (25.96%)

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Tata Equity Savings Fund

HYBRIDEQUITY SAVINGS

Low to Moderate level indicator

INCEPTION

27 Apr 2000

FUND SIZE (AUM)

299.88 Cr

BENCHMARK

NIFTY Equity Savings Index

RETURNS

1 YEAR

7.28%

3 YEARS

10.80%

5 YEARS

9.71%

SECTORS

Financial Services (29.36%)

Telecommunication (6.41%)

Oil Gas And Consumable Fuels (4.90%)

Construction (4.81%)

Others (22.65%)

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Tata Arbitrage Fund

HYBRIDARBITRAGE FUND

Low level indicator

INCEPTION

18 Dec 2018

FUND SIZE (AUM)

20475.11 Cr

BENCHMARK

Nifty 50 Arbitrage Index

RETURNS

1 YEAR

7.26%

3 YEARS

7.83%

5 YEARS

6.57%

SECTORS

Financial Services (29.39%)

Metals And Mining (7.97%)

Fast Moving Consumer Goods (6.75%)

Capital Goods (4.88%)

Others (30.46%)

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Tata Aggressive Hybrid Fund

HYBRIDAGGRESSIVE HYBRID FUND

Very High level indicator

INCEPTION

08 Oct 1995

FUND SIZE (AUM)

4112.01 Cr

BENCHMARK

CRISIL Hybrid 35+65 Aggressive Index

RETURNS

1 YEAR

7.01%

3 YEARS

12.82%

5 YEARS

14.34%

SECTORS

Financial Services (20.43%)

Fast Moving Consumer Goods (9.10%)

Information Technology (6.17%)

Telecommunication (5.94%)

Others (32.59%)

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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