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- Tata Mutual Fund
- Tata Hybrid Equity Fund (PIDCW-M)
Tata Hybrid Equity Fund (PIDCW-M)
₹ 92.4391
NAV (Sep 06)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 92.4391
NAV (Sep 6)
Fund Returns
Last 1Y | 27.3% |
Last 3Y | 13.8% |
Last 5Y | 17% |
Last 10Y | 12% |
Since Inception | 15.2% |
6 Month CAGR | 13.7% |
Scheme Information
The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.
Expense Ratio | 1.92 |
Launched (0y ago) | 1.92 |
AUM in Crores | 4241.6 |
ISIN | INF277K01CS2 |
Lock-in | |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 9.6 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Hybrid Equity Fund (PIDCW-M) | 11,21,240 | 3,88,628 | 17% | |
| 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
HDFC Bank Ltd.
6.9%Reliance Industries Ltd.
6.3%Bharti Airtel Ltd.
4.8%State Bank of India
4.3%Tata Consultancy Services Ltd.
3.9%Allocation by Sector
Financial
18.18%Energy
9.17%Technology
6.66%Consumer Staples
6.46%Construction
5.76%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.781% | 19.105% | ||
16.264% | 16.872% | ||
31.299% | 16.342% | ||
6.174% | 6.714% | ||
12.188% | 13.467% |
Tata Hybrid Equity Fund (PIDCW-M) Review
Tata Hybrid Equity Fund (PIDCW-M) is a Hybrid Hybrid fund and has delivered an annualised return of 15.249% over a period of 54 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Tata Hybrid Equity Fund (PIDCW-M) as of 9/6/2024 is ₹92.44 with the total AUM as of 9/7/2024 is ₹4241.610136. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Hybrid Equity Fund (PIDCW-M) was launched on null. The category risk of the fund is Average.
The minimum SIP amount for Tata Hybrid Equity Fund (PIDCW-M) 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 (PIDCW-M)?
How to invest in Tata Hybrid Equity Fund (PIDCW-M)?
You can invest in Tata Hybrid Equity Fund (PIDCW-M) 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 (PIDCW-M)?
The minimum sip amount for Tata Hybrid Equity Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Hybrid Equity Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Tata Hybrid Equity Fund (PIDCW-M) is a 2 fund. You can investTata Hybrid Equity Fund (PIDCW-M) 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 (PIDCW-M)?
The expense ratio of the Tata Hybrid Equity Fund (PIDCW-M) is 1.92% for regular plan.