TATA HYBRID EQUITY FUND REGULAR PLAN GROWTH
427.48
-3.54
as on 20-May-2025
HYBRID
| AGGRESSIVE
3.8
1 YEAR RETURNS
10.69
3 YEAR RETURNS
19.56
5 YEAR RETURNS
200000.0
Minimum Investment200000.0
Minimum SIP Investment200000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| EDELWEISS AGGRESSIVE HYBRID FUND - GROWTH PLAN | 5 | 61.98 | 8.44 | 15.22 | 23.27 | Buy |
| JM AGGRESSIVE HYBRID FUND - GROWTH OPTION | 5 | 116.66 | 4.48 | 18.18 | 28.38 | Buy |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR PLAN - GROWTH | 5 | 37.16 | 3.9 | 14.2 | 27.89 | Buy |
| ICICI PRUDENTIAL EQUITY AND DEBT FUND - GROWTH | 5 | 384.53 | 7.92 | 16.93 | 28.74 | Buy |
| QUANT ABSOLUTE FUND REGULAR PLAN - GROWTH | 5 | 411.1 | -3.81 | 10.4 | 28.68 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | HDFC Bank Ltd | 9.12 |
| 2 | ICICI Bank Ltd | 6.35 |
| 3 | Reliance Industries Ltd | 5.62 |
| 4 | State Bank of India | 5.46 |
| 5 | Reverse Repo | 4.98 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 16.34 |
| 2 | Banks - Private Sector | 11.13 |
| 3 | Banks | 10.78 |
| 4 | Computers - Software - Large | 8.43 |
| 5 | Refineries | 5.62 |