Compare Tata Hybrid Equity Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.92 | 2.27 |
NAV | ₹423.17 | ₹121.05 |
Fund Started | 30 Aug 1995 | 12 Dec 1994 |
Fund Size | ₹4137.30 Cr | ₹678.92 Cr |
Exit Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 21.72% | 33.92% |
3 Year | 10.70% | 19.40% |
5 Year | 14.11% | 24.58% |
Holding Analysis
Equity | 76.87% | 71.92% |
Cash | 2.99% | 9.57% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Murthy Nagarajan | Satish Ramanathan |
Start Date | 03 May 2021 | 01 Oct 2024 |
About Fund
Description | The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 30 Aug 1995 | 12 Dec 1994 |
