Tata Hybrid Equity Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 23.48 | 16 | 13.46 | 10.32 |
Average Rolling Returns(%) | 14.12 | 13.63 | 12.52 | 13.52 |
The Current NAV of Tata Hybrid Equity Fund - Regular Plan - Growth is ₹402.79.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Tata Hybrid Equity Fund - Regular Plan - Growth fund’s expense ratio is 1.93%
The process for redemption is
The AUM of Tata Hybrid Equity Fund - Regular Plan - Growth is currently ₹3,749 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and SBI and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 47% of fund’s portfolio respectively.
Top three sectors of Tata Hybrid Equity Fund - Regular Plan - Growth fund are BFSI, Others and Construction & Infrastructure accounting for 51% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Hybrid Equity Fund - Regular Plan - Growth Fund is Hybrid - Aggressive Hybrid Fund.
Satish Chandra Mishra and Murthy Nagarajan manage the Tata Hybrid Equity Fund - Regular Plan - Growth Fund.
Tata Hybrid Equity Fund - Regular Plan - Growth current PE ratio is 33.36 and PB ratio is 6.34
The asset allocation of Tata Hybrid Equity Fund - Regular Plan - Growth is Stocks : 78.62%, Debt : 21.35% and Gold : 0%
The minimum SIP amount for Tata Hybrid Equity Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Hybrid Equity Fund - Regular Plan - Growth is Nil upto 12% of investments and 1% for remaining investments on or before 365 days, Nil after 365 days