TATA HYBRID EQUITY FUND REGULAR PLAN GROWTH
416.19
2.44
as on 14-Jan-2025
HYBRID
| AGGRESSIVE
9.29
1 YEAR RETURNS
9.66
3 YEAR RETURNS
13.25
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 | 59.56 | 14.01 | 14.08 | 16.74 | Buy |
| JM AGGRESSIVE HYBRID FUND - GROWTH OPTION | 5 | 117.23 | 14.53 | 18.27 | 22.57 | Buy |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR PLAN - GROWTH | 5 | 36.37 | 12.58 | 12.77 | 23.92 | Buy |
| ICICI PRUDENTIAL EQUITY AND DEBT FUND - GROWTH | 5 | 356.77 | 12.29 | 15.87 | 20.04 | Buy |
| QUANT ABSOLUTE FUND REGULAR PLAN - GROWTH | 5 | 389.07 | 3.63 | 10.27 | 21.83 | 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 |