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Tata Hybrid Equity Fund- Regular Plan - Growth Option

(Erstwhile Tata Balanced Fund Regular Plan - Growth)

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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: 2.05% As on (28-02-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,166.03 Cr As on (28-02-2023)
Turn over: 4.76
NAV as on 24-03-2023

309.4035

-1.63 (-0.5284%)

CAGR Since Inception

13.57%

CRISIL Hybrid 35+65 Aggressive Index 12.08%

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

Scheme Performance (%) Data as on - 24-03-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Hybrid Equity Fund- Regular Plan - Growth Option 4.61 24.66 9.31 12.77 13.57
Benchmark - - - - -
Hybrid: Aggressive 0.73 24.07 9.55 12.71 10.94

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 16.7 0.67 0.66 0.88 7.97 3.55
Hybrid: Aggressive - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 24-03-2023
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 4.61 9.73 24.66 9.31 12.77
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 6.01 12.0 28.18 10.71 14.8
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 5.78 10.26 31.51 9.94 11.88
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.89 18.42 33.3 13.7 15.86
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 3.87 8.1 24.52 9.79 12.91
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 3.72 11.61 28.5 9.18 11.72
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 3.57 4.76 18.97 0.0 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 3.52 11.81 25.61 11.36 12.73
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 3.32 11.72 25.54 11.31 12.69
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 2.87 16.79 40.08 17.9 17.79

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

Asset Allocation (%)