Breaking News
Get 50% Off 0
💎 Bargain Hunter: Undervalued stocks with massive upside potential
Get the list
Close

Tata Aggressive Hybrid Fund Direct Plan Growth (0P0000XVOC)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
483.904 +0.838    +0.17%
07/08 - Closed. Currency in INR
Type:  Fund
Market:  India
ISIN:  INF277K01MN2 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 41.31B
Tata Balanced Fund -Direct Plan- Growth 483.904 +0.838 +0.17%

0P0000XVOC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Tata Balanced Fund -Direct Plan- Growth (0P0000XVOC) fund. Our Tata Balanced Fund -Direct Plan- Growth portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 6.330 6.330 0.000
Shares 71.120 71.120 0.000
Bonds 22.550 22.550 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 23.477 23.198
Price to Book 3.437 3.590
Price to Sales 2.864 2.880
Price to Cash Flow 18.957 19.834
Dividend Yield 1.100 1.312
5 Years Earnings Growth 13.701 19.818

Sector Allocation

Name  Net % Category Average
Financial Services 29.190 30.081
Industrials 10.920 12.950
Consumer Cyclical 9.320 13.590
Consumer Defensive 8.990 5.625
Energy 8.990 6.007
Communication Services 8.050 4.889
Basic Materials 7.070 6.757
Technology 6.810 11.020
Healthcare 5.940 6.447
Utilities 3.450 4.082
Real Estate 1.270 1.943

Region Allocation

  • Asia
  • Emerging Markets

Top Holdings

Number of long holdings: 95

Number of short holdings: 1

Name ISIN Weight % Last Change %
  HDFC Bank INE040A01034 7.51 1,995.40 +0.51%
  Reliance Industries INE002A01018 6.39 1,389.40 -0.24%
  Bharti Airtel INE397D01024 5.11 1,922.60 -0.37%
  ICICI Bank INE090A01021 4.38 1,440.30 -0.23%
  Larsen & Toubro INE018A01030 3.83 3,641.60 +0.36%
  UltraTech Cement INE481G01011 2.52 12,273.00 +0.38%
  Tata Consultancy INE467B01029 2.51 3,047.00 +0.48%
  SBI INE062A01020 2.38 805.15 0.00%
  Infosys INE009A01021 2.33 1,436.90 +0.01%
  PI Industries INE603J01030 2.22 4,023.80 -1.50%

Top Equity Funds by Tata Asset Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Tata Digital India Regular Growth 122.16B -9.35 17.31 -
  INF277K01Z77 122.16B -8.78 18.98 -
  INF277K011O1 111.64B -2.60 29.43 -
  INF277K010S4 103.53B 3.82 13.60 -
  Tata Mid Cap Growth Regular Growth 49.85B 2.00 26.14 15.70
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000XVOC Comments

Write your thoughts about Tata Aggressive Hybrid Fund Direct Plan Growth
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email