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Tata Hybrid Equity Fund (Growth)

Formerly Tata Balanced Reg Gr
Returns (5yrs)
3.34 %
Latest NAV
207.66

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Long Term Wealth
Inflation Beating Returns
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Fund Information

as on 11th of August, 07:03 PM

Tata Asset Management Limited

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.

Fund Managers

  • profile-pic
    Chandraprakash Padiyar
    profile-pic
    Murthy Nagarajan
    profile-pic
    Satish Mishra
  • expense-ratio
    Expense Ratio
    2.0
    benchmark
    Benchmark
    CRISIL Hybrid 25+75-Aggressive TR INR
  • Aum image
    AUM
    ₹ 3306.57 Crores
    ISIN
    ISIN
    INF277K01303
  • Category Risk:

    Moderately High risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Reliance Industries Ltd
10%
Hdfc Bank Ltd
8%
Icici Bank Ltd
6%
(C) Treps
6%
Tata Consultancy Services Ltd
4%

Top Sectors

Financial Services
24%
Energy
10%
Technology
9%
Consumer Defensive
8%
Consumer Cyclical
5%

Allocation

Equity
70%
Debt
23%
Others
7%

Investment Return Calculator

as on 11th of August, 07:03 PM
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

Tata Hybrid Equity Fund Regular Growth is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 3.34% over a period of 5 years. The fund is managed by Tata Asset Management Limited. The fund managers names are Chandraprakash Padiyar, Murthy Nagarajan, Satish Mishra. 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. The fund charges 2.00000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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