+91 73377 40002

8AM - 8PM

Asset Size:3170Cr
Expense Ratio:1.98%
Fund Manager(s):Murti Nagarajan,Chandraprakash Padiyar,
5year Returns:6.76%

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Tata Hybrid Equity Fund Regular Growth

Tata       

Balanced Equity
Aggressive Allocation

Nav : 232.9009 ( -0.09%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

30

Annualized Returns(5 yrs)

6.76%

Investment Horizon

>3 Yr

Doubled Money

10yrs 7m

Returns since October 8th, 1995

14.73%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

30.9L

Projected Maturity Amount

88.1L

Tata     

Balanced Equity
Aggressive Allocation

Nav : 232.9009 ( -0.09%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

30.9L

Projected Maturity Amount

88.1L

Rank (of 245)

30

Annualized Returns(5 yrs)

6.76%

Investment Horizon

>3 Yr

Doubled Money

10yrs 7m

Returns since October 8th, 1995

14.73%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Basic Details
Fund House
Tata
Launch Date
October 8th, 1995
Expense Ratio
1.98%
Fund Category Risk
Moderate
Std Dev (1Yr)
25.284
Std Dev (3Yr)
16.463
Std Dev (5Yr)
14.546
Asset Size
3170Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.73 %
Exit Load
1% if withdrawn within 365 Day(s)
No exit load if withdrawn after 365 Day(s)
YTM
5.96 %
Modified Duration
2.94
Contact Details
Phone No.
+91 22 6657 8282