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  • TATA Mutual Fund
  • Tata Hybrid Equity Fund (Growth)

Formerly Tata Balanced Reg Gr

TATA Mutual Fund

Tata Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

279.7303

NAV (Jun 23)

7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

27 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,096 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Scripbox Recommended Equity Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

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

279.7303

NAV (Jun 23)

Fund Returns

Last 1Y

0.1%

Last 3Y

8.9%

Last 5Y

7%

Last 10Y

12.6%

Since Inception

14.6%

6 Month CAGR

-5.8%

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

1.95

Launched (27y ago)

Oct 08, 1995

AUM in Crores

3095.313

ISIN

INF277K01303

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Murthy Nagarajan

Fund Manager

Satish Mishra

Fund Manager

Chandraprakash Padiyar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-23

Top Stock Holdings

icici bank ltd

9.4%
9.4%

reliance industries ltd

7.5%
7.5%

state bank of india

7.2%
7.2%

hdfc bank ltd

5.6%
5.6%

tata consultancy services ltd

5%
5%
See all holdings

Allocation by Sector

financial services

26.9%
26.9%

technology

11.9%
11.9%

consumer defensive

8.6%
8.6%

energy

7.5%
7.5%

basic materials

5.9%
5.9%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

Tata Asset Management Limited

Tata Asset Management Private Limited manages assets worth 93,434 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.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.7%

    18.3%

    24.7%

    18.3%

    24.7%

    18.3%

    11.8%

    12.2%

    10%

    9.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Tata Hybrid Equity Fund (G) Review

    Tata Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.6% over a period of 26 years. The fund was previously known as Tata Balanced Reg Gr. The fund is managed by Tata Asset Management Private Limited. The fund managers are Chandraprakash Padiyar, Murthy Nagarajan, Satish Mishra.

    Nav of Tata Hybrid Equity Fund (G) as of 6/23/2022 is ₹279.73 with the total AUM as of 6/24/2022 is ₹3095.313. 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 stocks 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 1.95% for regular plan.