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Tata Hybrid Equity Fund Direct Plan Growth

Hybrid

  

Aggressive Hybrid Fund

NAV

217.398 -0.5065

as on (21 Aug, 2019)

RETURNS

5.22 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.9 %

Benchmark

CRISIL Hybrid 25+75-Aggressive TR INR

Asset Size

4342.12 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

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Fund manager

Murthy Nagarajan

(since 01 Apr, 2017)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 150

minimum investment

₹ 5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

9.34 %

Tata Consultancy Services Ltd

5.58 %

Reliance Industries Ltd

5.29 %

State Bank of India

4.47 %

Sector Allocation

About the Scheme Type

Aggressive Hybrid Fund

Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

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Overview of Tata Asset Management Limited

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