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TATA HYBRID EQUITY FUND REGULAR PLAN - MONTHLY IDCW REINVESTMENT

90.89
0.34 as on 12-Jul-2024
HYBRID | AGGRESSIVE

24.24

1 YEAR RETURNS

14.5

3 YEAR RETURNS

14.07

5 YEAR RETURNS

NA / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

150.0

Minimum SIP Investment

1000.0

Additional Purchase

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
QUANT ABSOLUTE FUND REGULAR PLAN - IDCW REINVESTMENT 5 60.17 38.95 20.45 25.42 Buy
ICICI PRUDENTIAL EQUITY AND DEBT FUND - REGULAR PLAN - ANNUAL IDCW REINVESTMENT 5 27.67 NA NA NA Buy
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR - IDCW REINVESTMENT 5 32.6 NA NA NA Buy
UTI AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT 4 45.14 33.44 18.05 17.34 Buy
EDELWEISS AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT PLAN 4 28.71 33.73 18.97 17.73 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