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

Formerly Tata Balanced Reg Gr

TATA Mutual Fund

Tata Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

307.3442

NAV (Jan 21)

11.2%
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

3,301 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

Invest in this fund
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Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

307.3442

NAV (Jan 21)

Fund Returns

Last 1Y

22.4%

Last 3Y

14.5%

Last 5Y

11.2%

Last 10Y

14.5%

Since Inception

15.3%

6 Month CAGR

10.4%

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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

1.98

Launched (27y ago)

Oct 08, 1995

AUM in Crores

3300.676

ISIN

INF277K01303

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Chandraprakash Padiyar

Fund Manager

user-avatar

Murthy Nagarajan

Fund Manager

user-avatar

Satish Mishra

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

amc-icon

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 87,346 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Tata Liquid Fund (G)
    Tata Liquid Fund (G)

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    37.7%

    24.7%

    20%

    12.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Tata Hybrid Equity Fund (G) Review

    Tata Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.3% 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.

    Nav of Tata Hybrid Equity Fund (G) as of 21/01/2022 is ₹307.34 with the total AUM as of 24/01/2022 is ₹3300.676. 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)?

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