FAQ : Tata Hybrid Equity Fund - Growth - Direct Plan

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 ₹431.51.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.