- Mutual Funds
- Tata Mutual Fund
- Tata Hybrid Equity Fund (G)
Tata Hybrid Equity Fund (G)
₹ 418.25
NAV (May 09)
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.
Scheme Information
The scheme seeks to provide income distribution and or capital appreciation over medium to long term.
Expense Ratio | 1.95 % |
Launched 29Y ago | 1995-10-08 |
AUM in Crores | 4012 |
ISIN | INF277K01303 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 10.2 |
Beta | 0.8 |
Sharpe Ratio | 0.4 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.86%Reliance Industries Ltd.
6.25%Bharti Airtel Ltd.
4.75%State Bank of India
4.32%Tata Consultancy Services Ltd.
3.93%
Allocation by Sector
Financial
23.02%Energy
7.82%Technology
6.42%Consumer Staples
6.07%Construction
5.69%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,363 cr | ||
₹ 57,484 cr | ||
₹ 12,455 cr | ||
₹ 23,850 cr | ||
₹ 5,443 cr |
Tata Hybrid Equity Fund (G) Review
Tata Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.63% over 29 years. The fund has grown over a period of 29 years. The fund is managed by Tata Mutual Fund. The fund managers are Chandraprakash Padiyar, Murthy Nagarajan, Satish Chandra Mishra.
Nav of Tata Hybrid Equity Fund (G) as of 5/9/2025 is ₹418.25 with the total AUM as of 5/12/2025 is ₹4011.98. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Hybrid Equity Fund (G) was launched on 1995-10-08. The category risk of the fund is Very High.
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.