Tata Hybrid Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 24.27 | 15.36 | 15.3 | 10.61 |
Average Rolling Returns(%) | 15.08 | 13.12 | 11.35 | 13.44 |
The Current NAV of Tata Hybrid Equity Fund - Growth - Direct Plan is ₹434.32.
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 - Growth - Direct Plan fund’s expense ratio is 0.97%
The process for redemption is
The AUM of Tata Hybrid Equity Fund - Growth - Direct Plan is currently ₹3,694 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and SBI and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 46% of fund’s portfolio respectively.
Top three sectors of Tata Hybrid Equity Fund - Growth - Direct Plan fund are BFSI, Others and IT accounting for 53% 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 - Growth - Direct Plan Fund is Hybrid - Aggressive Hybrid Fund.
Chandraprakash Padiyar and Murthy Nagarajan manage the Tata Hybrid Equity Fund - Growth - Direct Plan Fund.
Tata Hybrid Equity Fund - Growth - Direct Plan current PE ratio is 32.28 and PB ratio is 6.37
The asset allocation of Tata Hybrid Equity Fund - Growth - Direct Plan is Stocks : 75.96%, Debt : 24.02% and Gold : 0%
The minimum SIP amount for Tata Hybrid Equity Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Hybrid Equity Fund - Growth - Direct Plan is Nil upto 12% of investments and 1% for remaining investments on or before 365 days, Nil after 365 days