Tata Mutual Fund

1,40,360 Crs

43

hybrid Funds of Tata Mutual Fund

Tata Mutual Fund presents a range of 5 hybrid funds for investors to choose from.

  • Tata Balanced Advantage Fund

    Tata Balanced Advantage Fund is an Hybrid oriented mutual fund in the Dynamic Asset Allocation Fund category.

    • As of 31 Jan 2024, fund size of Tata Balanced Advantage Fund is 8,516.95 Cr.

    • The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

    • Tata Balanced Advantage Fund has given 11.71% annualized return for the last 3 years. The funds SIP returns during the same period is 12.78%

    • Tata Balanced Advantage Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at High risk.

    • Know more about Tata Balanced Advantage Fund
  • Tata Hybrid Equity Fund

    Tata Hybrid Equity Fund is an Hybrid oriented mutual fund in the Aggressive Fund category.

    • As of 31 Jan 2024, fund size of Tata Hybrid Equity Fund is 3,623.37 Cr.

    • The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

    • Tata Hybrid Equity Fund has given 13.56% annualized return for the last 3 years. The funds SIP returns during the same period is 14.86%

    • Tata Hybrid Equity Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata Hybrid Equity Fund
  • Tata Multi Asset Opportunities Fund

    Tata Multi Asset Opportunities Fund is an Hybrid oriented mutual fund in the Multi Asset Allocation Fund category.

    • 2,380.74 Cr.

    • The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

    • Tata Multi Asset Opportunities Fund has given 14.15% annualized return for the last 3 years.

    • At present Tata Multi Asset Opportunities Fund has not been rated by us.

      Not Rated

    • Know more about Tata Multi Asset Opportunities Fund
  • Tata Equity Savings Fund

    Tata Equity Savings Fund is an Hybrid oriented mutual fund in the Equity Savings Fund category.

    • As of 31 Jan 2024, fund size of Tata Equity Savings Fund is 136.12 Cr.

    • The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

    • Tata Equity Savings Fund has given 9.40% annualized return for the last 3 years.

    • At present Tata Equity Savings Fund has not been rated by us.

      Not Rated

    • Know more about Tata Equity Savings Fund
  • Tata Arbitrage Fund

    Tata Arbitrage Fund is an Hybrid oriented mutual fund in the Arbitrage Fund category.

    • As of 31 Jan 2024, fund size of Tata Arbitrage Fund is 9,643.62 Cr.

    • The average category Returns for Arbitrage funds under Hybrid class are 4.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

    • Tata Arbitrage Fund has given 6.15% annualized return for the last 3 years.

    • At present Tata Arbitrage Fund has not been rated by us.

      Not Rated

    • Know more about Tata Arbitrage Fund