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  • Tata Hybrid Equity Fund (Growth)

Formerly Tata Balanced Reg Gr

TATA Mutual Fund

Tata Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

390.6693

NAV (Feb 22)

14.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

390.6693

NAV (Feb 22)

Fund Returns

Last 1Y
21.6%
Last 3Y
13.9%
Last 5Y
14.4%
Last 10Y
14%
Since Inception
15%
6 Month CAGR
12.4%

Scheme Information

Investment Objective

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.

Expense Ratio
1.94
Launched (29y ago)
Oct 08, 1995
AUM in Crores
3623.371
ISIN
INF277K01303
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.4
Standard Deviation (5yr)
14.2
Beta (3yr)
1.07
Beta (5yr)
1.11
Sharpe Ratio (3yr)
1.027
Sharpe Ratio (5yr)
0.609
YTM
7.61
Fund Managers

Murthy Nagarajan

Fund Manager

Satish Mishra

Fund Manager

Chandraprakash Padiyar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Hybrid Equity Fund (Growth)70%10,47,861 3,15,24914.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-02-22

Top Stock Holdings

hdfc bank ltd

7.8%
7.8%

reliance industries ltd

6.9%
6.9%

state bank of india

6.7%
6.7%

bharti airtel ltd

4.4%
4.4%

icici bank ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

25%
25%

technology

9.3%
9.3%

consumer defensive

8.7%
8.7%

basic materials

7.6%
7.6%

energy

6.9%
6.9%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,349 cr

₹ 31,196 cr

₹ 8,516 cr

₹ 3,380 cr

₹ 3,054 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 147,708 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

12.3%

13%

21.5%

18.1%

18.2%

16.5%

31.1%

15.5%

12.3%

13%

Tata Hybrid Equity Fund (G) Review

Tata Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15% over a period of 28 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.

Nav of Tata Hybrid Equity Fund (G) as of 2/22/2024 is ₹390.67 with the total AUM as of 2/23/2024 is ₹3623.371. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Hybrid Equity Fund (G) was launched on Oct 08, 1995. The category risk of the fund is Very High Risk.

The minimum SIP amount for Tata Hybrid Equity Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Tata Hybrid Equity Fund (G)?

Tata Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Hybrid Equity Fund (G)?

You can invest in Tata Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata Hybrid Equity Fund (G)?

The minimum sip amount for Tata Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Tata Hybrid Equity Fund (G) good to invest in?

As per Scripbox experts, Tata Hybrid Equity Fund (G) is a Neutral fund. You can investTata Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata Hybrid Equity Fund (G)?

The expense ratio of the Tata Hybrid Equity Fund (G) is 1.94% for regular plan.