Tata Hybrid Equity Fund- Regular Plan - Growth Option

Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Category: Hybrid: Aggressive
Launch Date: 08-10-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.99% As on (31-12-2022)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,315.06 Cr As on (31-12-2022)
Turn over: 5.26
NAV as on 27-01-2023

315.6092

-4.37 (-1.3839%)

CAGR Since Inception

13.73%

CRISIL Hybrid 35+65 Aggressive Index 12.23%

PERFORMANCE of Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Performance (%) Data as on - 27-01-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Hybrid Equity Fund- Regular Plan - Growth Option 4.53 12.56 7.92 12.33 13.73
Benchmark - - - - -
Hybrid: Aggressive 1.96 12.14 8.32 12.11 11.43

Yearly Performance (%)

Nav Movement

Fund Managers

Murthy Nagarajan, Chandraprakash Padiyar, Satish Chandra Mishra

Investment Objective

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.

RETURNS CALCULATOR for Tata Hybrid Equity Fund- Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Tata Hybrid Equity Fund- Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Hybrid Equity Fund- Regular Plan - Growth Option 16.88 0.65 1.08 0.88 7.29 2.16
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Tata Hybrid Equity Fund- Regular Plan - Growth Option

Period
Data as on - 27-01-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 4.53 13.96 12.56 7.92 12.33
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 8.73 24.12 27.05 16.74 17.04
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 7.96 24.58 19.34 12.48 15.37
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 5.91 15.38 14.73 9.22 14.08
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 5.34 13.97 19.45 8.73 11.13
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 5.31 15.06 13.82 9.65 11.98
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 5.15 15.24 7.99 3.93 10.33
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 5.14 14.99 13.76 9.63 11.96
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 4.92 15.97 14.95 7.87 11.34
Kotak Equity Hybrid - Growth 01-11-2014 3.46 14.07 14.24 10.0 0.0

PORTFOLIO ANALYSIS of Tata Hybrid Equity Fund- Regular Plan - Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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