Tata Hybrid Equity Fund -Direct Plan- Growth

Tata Hybrid Equity Fund -Direct Plan- Growth of Tata Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.55

Age

NA Years

Fund Manager

Pradeep Gokhale

AuM (Rs Crores)

4830.2873

Asset Class

Hybrid-Equity

Net Asset Value:

210.0318

Rating

4

Exit Load

0.01

Benchmark

CRISIL Hybrid 25+75 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

322.70%

Fund Manager Details:

Chandraprakash Padiy MBA (Finance), cleared all 3 levels of CFA Program from The CFA Institute, USA. Brief Experiance (1 year) From April 27 to August 218 with Alchemy Capital Management Pvt Ltd. where he was 'Director & Portfolio Manager' for their omshore long only strategies. Reporting to Chief Investment Officer.

Objective:

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Top Holdings:

  • Banks (21.53)
  • IT - Software (9.8)
  • Automobile (7.83)
  • Refineries (5.54)
  • Pharmaceuticals (4.17)
  • Tobacco Products (3.75)
  • Infrastructure Developers & Operators (3.29)
  • Auto Ancillaries (3.4)
  • Finance (2.89)
  • Alcoholic Beverages (2.72)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition