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Tata Multi Asset Allocation Fund

HYBRIDMULTI ASSET ALLOCATION

Very High level indicator

INCEPTION

04 Mar 2020

FUND SIZE (AUM)

4645.01 Cr

BENCHMARK

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

RETURNS

1 YEAR

13.98%

3 YEARS

16.61%

5 YEARS

18.19%

SECTORS

Financial Services (27.05%)

Oil Gas And Consumable Fuels (5.12%)

Healthcare (4.60%)

Telecommunication (4.11%)

Others (24.16%)

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Tata Equity Savings Fund

HYBRIDEQUITY SAVINGS

Low to Moderate level indicator

INCEPTION

27 Apr 2000

FUND SIZE (AUM)

274.78 Cr

BENCHMARK

NIFTY Equity Savings Index

RETURNS

1 YEAR

7.37%

3 YEARS

10.36%

5 YEARS

10.30%

SECTORS

Financial Services (25.80%)

Telecommunication (6.42%)

Oil Gas And Consumable Fuels (4.92%)

Construction (4.82%)

Others (26.98%)

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Tata Arbitrage Fund

HYBRIDARBITRAGE FUND

Low level indicator

INCEPTION

18 Dec 2018

FUND SIZE (AUM)

20087.22 Cr

BENCHMARK

Nifty 50 Arbitrage Index

RETURNS

1 YEAR

7.25%

3 YEARS

7.86%

5 YEARS

6.52%

SECTORS

Financial Services (27.25%)

Metals And Mining (7.75%)

Fast Moving Consumer Goods (6.73%)

Capital Goods (4.57%)

Others (31.39%)

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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)

9814.58 Cr

BENCHMARK

CRISIL Hybrid 50+50 - Moderate Index

RETURNS

1 YEAR

6.77%

3 YEARS

12.15%

5 YEARS

13.56%

SECTORS

Financial Services (23.57%)

Oil Gas And Consumable Fuels (5.55%)

Healthcare (5.22%)

Information Technology (4.98%)

Others (25.65%)

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Tata Aggressive Hybrid Fund

HYBRIDAGGRESSIVE HYBRID FUND

Very High level indicator

INCEPTION

08 Oct 1995

FUND SIZE (AUM)

4155.05 Cr

BENCHMARK

CRISIL Hybrid 35+65 Aggressive Index

RETURNS

1 YEAR

5.16%

3 YEARS

11.87%

5 YEARS

15.32%

SECTORS

Financial Services (19.36%)

Fast Moving Consumer Goods (9.46%)

Information Technology (6.29%)

Telecommunication (5.95%)

Others (31.37%)

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Hybrid Funds | Best Performing Hybrid Funds | Tata Mutual Fund