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Tata Arbitrage Fund

HYBRIDARBITRAGE FUND

Low level indicator

INCEPTION

18 Dec 2018

FUND SIZE (AUM)

19933.78 Cr

BENCHMARK

Nifty 50 Arbitrage Index

RETURNS

1 YEAR

7.40%

3 YEARS

7.76%

5 YEARS

6.44%

SECTORS

Financial Services (24.28%)

Oil Gas And Consumable Fuels (5.74%)

Fast Moving Consumer Goods (5.38%)

Metals And Mining (5.16%)

Others (27.29%)

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Tata Multi Asset Allocation Fund

HYBRIDMULTI ASSET ALLOCATION

Very High level indicator

INCEPTION

04 Mar 2020

FUND SIZE (AUM)

4463.03 Cr

BENCHMARK

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

RETURNS

1 YEAR

5.50%

3 YEARS

16.91%

5 YEARS

18.85%

SECTORS

Financial Services (24.76%)

Healthcare (4.90%)

Oil Gas And Consumable Fuels (4.87%)

Telecommunication (4.31%)

Others (26.60%)

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Tata Equity Savings Fund

HYBRIDEQUITY SAVINGS

Low to Moderate level indicator

INCEPTION

27 Apr 2000

FUND SIZE (AUM)

274.63 Cr

BENCHMARK

NIFTY Equity Savings Index

RETURNS

1 YEAR

4.97%

3 YEARS

10.69%

5 YEARS

10.99%

SECTORS

Financial Services (22.66%)

Telecommunication (5.89%)

Fast Moving Consumer Goods (4.81%)

Others (27.79%)

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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)

9915.58 Cr

BENCHMARK

CRISIL Hybrid 50+50 - Moderate Index

RETURNS

1 YEAR

-0.22%

3 YEARS

12.29%

5 YEARS

14.08%

SECTORS

Financial Services (22.63%)

Oil Gas And Consumable Fuels (5.18%)

Healthcare (5.14%)

Information Technology (4.91%)

Others (28.14%)

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Tata Aggressive Hybrid Fund

HYBRIDAGGRESSIVE HYBRID FUND

Very High level indicator

INCEPTION

08 Oct 1995

FUND SIZE (AUM)

4148.48 Cr

BENCHMARK

CRISIL Hybrid 35+65 Aggressive Index

RETURNS

1 YEAR

-3.50%

3 YEARS

12.72%

5 YEARS

16.94%

SECTORS

Financial Services (18.81%)

Fast Moving Consumer Goods (9.68%)

Automobile And Auto Components (6.44%)

Oil Gas And Consumable Fuels (5.68%)

Others (31.90%)

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Hybrid Funds | Best Performing Hybrid Funds | Tata Mutual Fund