- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of Tata Hybrid Equity Fund with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 43,002 |
7,002 |
11.88% |
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
As of 28 Feb 2025, fund size of Tata Hybrid Equity Fund is
3,623.37 Cr. -
Tata Hybrid Equity Fund shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
1.94%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
-
Tata Hybrid Equity Fund is an
Hybridoriented mutual fund in the
- Aggressive Fundcategory.
-
Nifty 50 Arbitrage Index
is the benchmark for Tata Hybrid Equity Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
08 Oct 1995as at present it is 30 years old fund.
-
Name of the AMC is
Tata Mutual Funds.
Click here to
know moreabout Tata Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Tata Hybrid Equity Fund managed by following fund manager(s);
How does the
Return Comparison of the Tata Hybrid Equity Fund fare against peer funds in the Aggressive fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Tata Hybrid Equity Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Aggressive fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 3.59% | 11.65% | 8.69% | 13.67% | 22.57% | 25.74% | 26.93% | 15.68% |
| Category Average | 1.67% | 7.32% | 2.87% | 6.10% | 16.83% | 18.47% | 19.18% | 11.96% |
| Tata Hybrid Equity Fund | 1.18% | 5.65% | 1.49% | 3.35% | 13.43% | 16.11% | 17.34% | 10.02% |
| JM Equity Hybrid Fund | 3.21% | 6.45% | -2.28% | -1.67% | - | - | - | - |
| ICICI Prudential Equity & Debt Fund | 1.35% | 7.21% | 7.75% | 10.09% | - | - | - | - |
| Edelweiss Value Opportunities Fund | 2.05% | 7.45% | 3.73% | 8.72% | 20.46% | 21.85% | 21.46% | 12.80% |
| Edelweiss Aggressive Hybrid Fund | 2.07% | 7.46% | 3.74% | 8.73% | 20.42% | 21.75% | 21.39% | 12.76% |
| Mahindra Manulife Hybrid Equity Nivesh Yojana | 1.45% | 7.72% | 4.39% | 8.16% | 20.49% | 21.31% | 21.55% | - |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Tata Hybrid Equity Fund are shown below;
Equity 74.98%
Debt 21.03%
Others 3.99%
Portfolio Holdings shown is as of 28 Feb 2025
Riskometer
Investors understand that their
principal
will be at Very High risk