Tata Hybrid Equity Fund - Direct (IDCW)

Tata Hybrid Equity Fund - Direct (IDCW)

Very HighEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹3,688 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
16.77%
8.92%
9.53%
11.11%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Hybrid Equity Fund - Direct (IDCW)
16.77%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
98.65%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
96.02%

Holdings

Holdings
Sector Wise
ICICI Bank
8.73%
Reliance Industr
7.36%
St Bk of India
7.28%
HDFC Bank
5.71%
TCS
5.32%

Fund Manager

M
Murthy Nagarajan
C
Chandraprakash Padiyar
S
Satish Chandra Mishra