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Tata Multi Asset Allocation Fund

HYBRIDMULTI ASSET ALLOCATION

Very High level indicator

INCEPTION

04 Mar 2020

FUND SIZE (AUM)

5004.25 Cr

BENCHMARK

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

RETURNS

1 YEAR

7.72%

3 YEARS

14.79%

5 YEARS

13.69%

SECTORS

Financial Services (28.41%)

Oil Gas And Consumable Fuels (4.40%)

Healthcare (4.32%)

Metals And Mining (4.17%)

Others (27.02%)

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Tata Arbitrage Fund

HYBRIDARBITRAGE FUND

Low level indicator

INCEPTION

18 Dec 2018

FUND SIZE (AUM)

21827.25 Cr

BENCHMARK

Nifty 50 Arbitrage Index

RETURNS

1 YEAR

6.96%

3 YEARS

7.76%

5 YEARS

6.71%

SECTORS

Financial Services (31.67%)

Metals And Mining (5.88%)

Fast Moving Consumer Goods (5.61%)

Telecommunication (4.17%)

Others (19.67%)

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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)

9128.57 Cr

BENCHMARK

CRISIL Hybrid 50+50 - Moderate Index

RETURNS

1 YEAR

0.14%

3 YEARS

9.85%

5 YEARS

9.73%

SECTORS

Financial Services (22.79%)

Healthcare (6.03%)

Oil Gas And Consumable Fuels (5.60%)

Fast Moving Consumer Goods (3.55%)

Others (27.74%)

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Tata Aggressive Hybrid Fund

HYBRIDAGGRESSIVE HYBRID FUND

Very High level indicator

INCEPTION

08 Oct 1995

FUND SIZE (AUM)

3864.66 Cr

BENCHMARK

CRISIL Hybrid 35+65 Aggressive Index

RETURNS

1 YEAR

-2.90%

3 YEARS

9.16%

5 YEARS

9.93%

SECTORS

Financial Services (23.58%)

Fast Moving Consumer Goods (8.46%)

Telecommunication (6.31%)

Oil Gas And Consumable Fuels (5.40%)

Others (30.58%)

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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.

Hybrid Funds | Best Performing Hybrid Funds | Tata Mutual Fund