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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

330.5305

NAV (Dec 06)

10.3%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

330.5305

NAV (Dec 6)

Fund Returns

Last 1Y

11.7%

Last 3Y

14.8%

Last 5Y

10.3%

Last 10Y

12.8%

Since Inception

15%

6 Month CAGR

13.3%

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

1.99

Launched (27y ago)

Oct 08, 1995

AUM in Crores

3308.550

ISIN

INF277K01303

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

16.8

Standard Deviation (5yr)

14.5

Beta (3yr)

1.11

Beta (5yr)

1.12

Sharpe Ratio (3yr)

0.645

Sharpe Ratio (5yr)

0.39

YTM

7.44

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 2022-12-06

Top Stock Holdings

icici bank ltd

7.6%
7.6%

state bank of india

6.9%
6.9%

reliance industries ltd

6.8%
6.8%

hdfc bank ltd

5.7%
5.7%

d) repo

5.3%
5.3%
See all holdings

Allocation by Sector

financial services

26.3%
26.3%

technology

10.6%
10.6%

consumer defensive

8.1%
8.1%

energy

6.8%
6.8%

basic materials

6%
6%
See all sectors

Compare Tata Hybrid Equity Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

₹ 2,759 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 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

    27.1%

    17%

    21.6%

    16.3%

    25.1%

    14%

    27.1%

    16.9%

    25.1%

    14%

    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% 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 12/6/2022 is ₹330.53 with the total AUM as of 12/7/2022 is ₹3308.55. 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 1.99% for regular plan.