FAQ : Tata Hybrid Equity Fund - Regular Plan - Growth

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(%) 23.08 14.26 14.15 9.53
Average Rolling Returns(%) 13.91 13.60 12.50 13.59

The Current NAV of Tata Hybrid Equity Fund - Regular Plan - Growth is ₹389.10.

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 1.94%

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 - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Hybrid - Aggressive Hybrid Fund.

Chandraprakash Padiyar and Murthy Nagarajan manage the Tata Hybrid Equity Fund - Regular Plan - Growth Fund.

Tata Hybrid Equity Fund - Regular Plan - Growth current PE ratio is 32.28 and PB ratio is 6.37

The asset allocation of Tata Hybrid Equity Fund - Regular Plan - Growth is Stocks : 75.96%, Debt : 24.02% 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

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