- Mutual Funds
- TATA Mutual Fund
- Tata Hybrid Equity Fund (Growth)
Formerly Tata Balanced Reg Gr
Tata Hybrid Equity Fund (Growth)
₹ 331.0848
NAV (May 26)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 331.0848
NAV (May 26)
Fund Returns
Last 1Y | 15.9% |
Last 3Y | 23.5% |
Last 5Y | 10.1% |
Last 10Y | 12.8% |
Since Inception | 14.8% |
6 Month CAGR | 1.1% |
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.
Expense Ratio | 1.97 |
Launched (28y ago) | Oct 08, 1995 |
AUM in Crores | 3155.552 |
ISIN | INF277K01303 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.6 |
Standard Deviation (5yr) | 14.4 |
Beta (3yr) | 1.08 |
Beta (5yr) | 1.1 |
Sharpe Ratio (3yr) | 1.269 |
Sharpe Ratio (5yr) | 0.33 |
YTM | 7.88 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Hybrid Equity Fund (Growth) | 9,37,888 | 2,05,276 | 10.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
state bank of india
7.1%icici bank ltd
6.8%reliance industries ltd
6.6%hdfc bank ltd
6.5%tata consultancy services ltd shs dematerialised
4.3%Allocation by Sector
financial services
27.6%technology
10.7%consumer defensive
9.4%energy
6.6%basic materials
5.6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 8,756 cr | ||
₹ 21,435 cr | ||
₹ 2,760 cr | ||
₹ 3,233 cr | ||
₹ 6,472 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.1% | 11.2% | ||
30.3% | 15.6% | ||
27.2% | 16.1% | ||
38.9% | 13.8% | ||
17.1% | 11.2% |
Tata Hybrid Equity Fund (G) Review
Tata Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.8% over a period of 27 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 5/26/2023 is ₹331.08 with the total AUM as of 5/27/2023 is ₹3155.552. 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)?
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 1.97% for regular plan.