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Tata Multi Asset Allocation Fund

HYBRIDMULTI ASSET ALLOCATION

Very High level indicator

INCEPTION

04 Mar 2020

FUND SIZE (AUM)

4925.40 Cr

BENCHMARK

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

RETURNS

1 YEAR

23.36%

3 YEARS

18.13%

5 YEARS

15.79%

SECTORS

Financial Services (29.44%)

Oil Gas And Consumable Fuels (4.43%)

Healthcare (4.33%)

Automobile And Auto Components (4.12%)

Others (25.78%)

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Tata Aggressive Hybrid Fund

HYBRIDAGGRESSIVE HYBRID FUND

Very High level indicator

INCEPTION

08 Oct 1995

FUND SIZE (AUM)

3843.75 Cr

BENCHMARK

CRISIL Hybrid 35+65 Aggressive Index

RETURNS

1 YEAR

13.98%

3 YEARS

13.10%

5 YEARS

12.32%

SECTORS

Financial Services (26.00%)

Fast Moving Consumer Goods (8.56%)

Telecommunication (6.09%)

Automobile And Auto Components (5.29%)

Others (30.66%)

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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)

9119.14 Cr

BENCHMARK

CRISIL Hybrid 50+50 - Moderate Index

RETURNS

1 YEAR

11.99%

3 YEARS

12.86%

5 YEARS

11.52%

SECTORS

Financial Services (23.66%)

Healthcare (5.87%)

Oil Gas And Consumable Fuels (5.50%)

Fast Moving Consumer Goods (3.46%)

Others (27.16%)

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Tata Arbitrage Fund

HYBRIDARBITRAGE FUND

Low level indicator

INCEPTION

18 Dec 2018

FUND SIZE (AUM)

21706.17 Cr

BENCHMARK

Nifty 50 Arbitrage Index

RETURNS

1 YEAR

7.17%

3 YEARS

7.80%

5 YEARS

6.69%

SECTORS

Financial Services (25.72%)

Metals And Mining (7.12%)

Fast Moving Consumer Goods (5.88%)

Telecommunication (4.70%)

Others (26.26%)

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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