Formerly Tata Balanced Reg Gr
₹ 266.7666
NAV (Mar 04)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Track Record
26 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
3,208 Cr. Large within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
1.98 %
Expense Ratio
Oct 08, 1995
Launched (26y ago)
₹ 3,208
AUM in Crores
INF277K01303
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 25+75-Aggressive TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
About the AMC
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 57,094 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 12,917 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 12,917 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 12,917 Cr
Fund Size
4.8%
3Y returns
Diversified
Top Ranked
₹ 1,885 Cr
Fund Size
13.8%
3Y returns
Diversified
Top Ranked
₹ 1,722 Cr
Fund Size
N/A
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Tata Hybrid Equity Fund (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 15.2% over a period of 26 years .The fund was previously known as Tata Balanced Reg Gr.The fund is managed by Tata Asset Management Limited.The fund managers are Chandraprakash Padiyar, Murthy Nagarajan, Satish Mishra
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. However, there is no assurance that the objective of the scheme will be realized.
The Tata Hybrid Equity Fund (G) fund was launched on Oct 08, 1995. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-04 is ₹ 266.7666. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 3207.400. The category risk of the Tata Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 1.98 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 76.6% in this asset class. The top three holdings of the fund are ongc petro additions limited,green infra wind energy limited and 5.77% goi 2030
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 25+75-Aggressive TR INR
Tata Hybrid Equity Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Tata Hybrid Equity Fund (G) has a score of 4 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.