Rating : ★ ★ ☆ ☆ ☆
Tata Hybrid Equity Fund Direct Plan Dividend Reinvestment Option
 ÂAggressive Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
3207.40 Cr.
(As of 31 Jan, 2021)
Benchmark
CRISIL Hybrid 25+75-Aggressive TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
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.
 
Fund manager
Murthy Nagarajan
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
ICICI Bank Ltd Ordinary Shares
9.38%
HDFC Bank Ltd
7.59%
Reliance Industries Ltd Shs Dematerialised
7.18%
Tata Consultancy Services Ltd
5.34%
Sector Allocation
About the Scheme Type
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 2 stars by Morning Star Ratings.