Tata Hybrid Equity Fund - Regular (IDCW-M)

Tata Hybrid Equity Fund - Regular (IDCW-M)

Very HighEquityHybrid

Scheme Details

-%

Expense Ratio

₹4,137 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

21.17%

11.89%

14.06%

12.09%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Tata Hybrid Equity Fund - Regular (IDCW-M)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

SBI PSU Fund - Direct (G)

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