Tata Hybrid Equity Fund - Direct (IDCW-M)

Tata Hybrid Equity Fund - Direct (IDCW-M)

Very HighEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹4,137 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
22.84%
13.28%
15.37%
13.93%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Hybrid Equity Fund - Direct (IDCW-M)
22.84%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

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