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    • Tata Hybrid Equity Fund (Growth)

    Formerly Tata Balanced Reg Gr

    TATA Mutual Fund

    Tata Hybrid Equity Fund (Growth)

    HybridAggressive Hybrid

    306.2132

    NAV (Sep 23)

    10.3%
    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

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

    Relative Size

    3,468 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

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

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    Historical NAV

    306.2132

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    49.9%
    Last 3Y
    14.4%
    Last 5Y
    10.3%
    Last 10Y
    14.5%
    Since Inception
    15.5%
    6 Month CAGR
    17.6%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.96
    Launched (26y ago)
    Oct 08, 1995
    AUM in Crores
    3467.391
    ISIN
    INF277K01303
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 25+75-Aggressive 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%₹ 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.

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    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.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Tata Asset Management Limited

    Tata Asset Management Limited manages assets worth 81,268 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

  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Tata Liquid Fund (G)

    recommended-badge

    5.1%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    20.7%

    13%

    top-ranked-badge

    17.7%

    16.5%

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Tata Hybrid Equity Fund (G)

    About Tata Hybrid Equity Fund (G)

    Tata Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.5% over a period of 25 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

    Tata Hybrid Equity Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata Hybrid Equity Fund (G) NAV,AUM,Risk

    The Tata Hybrid Equity Fund (G) fund was launched on Oct 08, 1995. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-23 is ₹306.21. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹3467.391. The category risk of the Tata Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 1.96 % as expense ratio.

    Tata Hybrid Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 78.3% in this asset class. The top three holdings of the fund are , icici bank ltd , reliance industries ltd , state bank of india , hdfc bank ltd , tata consultancy services ltd , infosys ltd , basf india ltd , housing development finance corp ltd , bharti airtel ltd , varun beverages ltd , hindustan unilever ltd , itc ltd , larsen & toubro ltd , gujarat state petronet ltd , green infra wind energy limited , ultratech cement ltd , redington (india) ltd , mahindra & mahindra ltd , kotak mahindra bank ltd , c) repo , schaeffler india ltd , oracle financial services software ltd , bharti hexacom limited , cholamandalam investment and fin. co. ltd , canfin homes limited , axis bank limited , quess corp ltd , 5.09% govt stock 2022 , natco pharma ltd , maruti suzuki india ltd , jamnagar utilities & power private limited , tube investments of india ltd ordinary shares , rural electrification corporation limited , united bank of india , aurobindo pharma ltd , bajaj housing finance limited , 364 dtb 07102021 , icici bank limited , bahadur chand investments private limited , panatone finvest limited , agro tech foods ltd , tata steel limited , varanasi sangam expressway private limited , acc ltd , gujarat pipavav port ltd , reliance ports and terminals limited , ajanta pharma ltd , power finance corporation limited , rec limited , rec limited , sundaram fasteners ltd , akzo nobel india ltd , 6.18% govt stock 2024 , cummins india ltd , 6.64% govt stock 2035 , nuvoco vistas corporation ltd. , india infradebt limited , nhpc limited (national hydroelectric power corporation limited) , nhpc limited (national hydroelectric power corporation limited) , reliance utilities and power private limited , cash / net current asset , hindustan petroleum corporation limited , nhpc limited (national hydroelectric power corporation limited) , rural electrification corporation limited , 7.27% govt stock 2026 , sikka ports & terminals limited , aditya birla finance limited , 8.30% govt stock 2040 , pi industries ltd , housing and urban development corporation limited

    Tata Hybrid Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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