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Tata Hybrid Equity Fund Regular Plan - Growth

(Erstwhile Tata Balanced Fund Regular Plan - Growth)

Category: Hybrid: Aggressive
Launch Date: 08-10-1995
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.93% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,316.11 Cr As on (31-10-2019)
Turn over: 112.0
NAV as on 11-11-2019

218.5225

0.22 (0.0987%)

CAGR Since Inception

13.95%

NIFTY 50 TRI 13.54%

PERFORMANCE of Tata Hybrid Equity Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 11-11-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Hybrid Equity Fund Regular Plan - Growth 9.29 6.55 7.58 11.64 13.95
NIFTY 50 TRI 14.07 14.32 8.72 10.41 13.54
Hybrid: Aggressive 8.86 7.96 7.6 10.24 10.76

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Pradeep Gokhale, Mr. Murthy Nagarajan

Mr. Gokhale is a B.com (H), CA and CFA Prior to joining Tata AMC in 2004 he has worked with Credit Analysis and Research Ltd.

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

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

riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Hybrid Equity Fund Regular Plan - Growth 10.72 1.03 4.76 0.2 6.8 4.13
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Tata Hybrid Equity Fund Regular Plan - Growth

Period
Data as on - 11-11-2019
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 08-10-1995 9.29 3.03 6.55 7.58 11.64
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 05-04-2017 18.98 8.88 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 17.61 0.0 0.0 0.0 0.0
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 16.81 0.0 0.0 0.0 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 16.18 5.81 9.66 9.99 11.11
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 15.33 6.87 10.85 10.49 12.04
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 14.87 4.31 7.59 5.41 7.85
Kotak Equity Hybrid - Growth 01-11-2014 14.7 4.31 8.25 7.96 0.0
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 12.75 7.98 10.67 8.37 8.24
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 12.69 7.0 10.61 9.7 12.58

PORTFOLIO ANALYSIS of Tata Hybrid Equity Fund Regular Plan - Growth

Asset Allocation (%)