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TATA HYBRID EQUITY FUND REGULAR PLAN - MONTHLY IDCW REINVESTMENT

92.07
-0.79 as on 17-Oct-2024
HYBRID | AGGRESSIVE

24.24

1 YEAR RETURNS

14.5

3 YEAR RETURNS

14.07

5 YEAR RETURNS

3 / 5

FundExpert Rating
Buy


200000.0

Minimum Investment

200000.0

Minimum SIP Investment

200000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
JM AGGRESSIVE HYBRID FUND MONTHLY IDCW REINVESTMENT OPTION 5 92.12 43.67 21.56 26.39 Buy
JM AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT OPTION 5 35.58 43.67 21.56 26.39 Buy
EDELWEISS AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT PLAN 5 29.14 33.73 18.97 17.73 Buy
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR - IDCW REINVESTMENT 5 32.96 NA NA NA Buy
JM AGGRESSIVE HYBRID FUND - HALF YEARLY IDCW REINVESTMENT OPTION 5 92.86 43.67 21.56 26.39 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