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WOC Balanced Hybrid Fund

Growth
11.360.24% (+0.03)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OverviewPeersPortfolioFund ManagerOpinions

WOC Balanced Hybrid Fund

Growth
HybridBalanced Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 100 Cr
Very High RiskPrinciple investment will be at very high risk
11.360.24% (+0.03)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridBalanced Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 100 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.687.463.87
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.337.593.22

About Balanced Hybrid Fund

Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

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Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
CRISIL Hybrid 50+50 - Moderate Index

Tax Implications

Investment period < 3 years

Gains are added to taxable income and taxed according to the individual's income tax slab

Investment period > 3 years (Investments before 1st April 2023)

Gains are taxed at 20% with indexation benefit

Investment period > 3 years (Investments after 1st April 2023)

With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
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After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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For illustrative purposes only. Past performance doesn&apos;t guarantee future returns.

Fund Manager

Read more 

Ramesh Mantri

Exp: 18yrs

 | 

#Funds: 22

Piyush Baranwal

Exp: 6yrs

 | 

#Funds: 26

Trupti Agrawal

Exp: 10yrs

 | 

#Funds: 18

Dheeresh Pathak

Exp: 16yrs

 | 

#Funds: 20

Know More

AMC profile

Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.

  • No.of Schemes

    69

  • Total AUM

    ₹ 1,60,080.32 Cr.