TATA HYBRID EQUITY FUND DIRECT PLAN GROWTH
443.4
-1.29
as on 13-Mar-2025
HYBRID
| AGGRESSIVE
NA
1 YEAR RETURNS
12.56
3 YEAR RETURNS
10.95
5 YEAR RETURNS
5000.0
Minimum Investment150.0
Minimum SIP Investment1000.0
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 | 57.04 | 4.89 | 15.44 | 18.05 | Buy |
| JM AGGRESSIVE HYBRID FUND - GROWTH OPTION | 5 | 109.02 | 2.04 | 19.4 | 22.81 | Buy |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR PLAN - GROWTH | 5 | 32.68 | 0.63 | 14.54 | 22.16 | Buy |
| ICICI PRUDENTIAL EQUITY AND DEBT FUND - GROWTH | 5 | 352.96 | 4.79 | 16.99 | 23.33 | Buy |
| QUANT ABSOLUTE FUND REGULAR PLAN - GROWTH | 5 | 373.34 | -7.57 | 12.15 | 23.69 | 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 |