Tata Hybrid Equity Fund
150
Min SIP
5,000
Min Lumpsum
1.06 %
Expense Ratio
Rating
3,249
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.1% | 22.1% | 11.4% | 13.3% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
St Bk of India
ICICI Bank
Reliance Industr
HDFC Bank
TCS
Others
Advance Ratio
0.41
Alpha
3.32
SD
0.72
Beta
0.53
Sharpe
Exit Load
| Exit Load | On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil |
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Fund Objective
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.
Fund Managers
Chandraprakash Padiyar
At Tata Mutual Fund, Mr Padiyar is the Senior Fund Manager for Equities (Tata AMC). He has managed funds and conducted research for more than 18 years. He previously held positions with UTI Mutual Fund and Alchemy Capital Management Pvt. Limited before joining Tata AMC.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 22,144
-
14.1%Fund Size - 22,144
-
28.6%Fund Size - 22,144
-
15.6%Fund Size - 22,144
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,440
-
15.2%Fund Size - 4,440
-
24.5%Fund Size - 4,440
-
11.2%Fund Size - 4,440
-
- Hybrid .
- Aggressive Hybrid .
-
- 2,820
-
15.4%Fund Size - 2,820
-
23.8%Fund Size - 2,820
-
7.1%Fund Size - 2,820
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,374
-
13.1%Fund Size - 1,374
-
21.5%Fund Size - 1,374
-
11.3%Fund Size - 1,374
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,073
-
11.2%Fund Size - 3,073
-
21%Fund Size - 3,073
-
10.4%Fund Size - 3,073
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Hybrid Equity Fund ?
You can invest in Tata Hybrid Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Hybrid Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Hybrid Equity Fund ?
The NAV of Tata Hybrid Equity Fund is ₹367 as of 02 June 2023.
How to redeem Tata Hybrid Equity Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Hybrid Equity Fund?
The minimum SIP amount of Tata Hybrid Equity Fund is ₹150
What are the top sectors Tata Hybrid Equity Fund has invested in??
The top sectors Tata Hybrid Equity Fund has invested in are
- St Bk of India - 7.12%
- ICICI Bank - 6.78%
- Reliance Industr - 6.56%
- HDFC Bank - 6.49%
- TCS - 4.26%
How much returns have Tata Hybrid Equity Fund generated ?
The Tata Hybrid Equity Fund has delivered 13.3% since inception
What is the expense ratio of Tata Hybrid Equity Fund ?
The expense ratio of Tata Hybrid Equity Fund is 1.06 % as of 02 June 2023.
What is the AUM of Tata Hybrid Equity Fund?
The AUM of Tata Hybrid Equity Fund is ₹88,392 Cr as of 02 June 2023
What are the top stock holdings of Tata Hybrid Equity Fund?
The top stock holdings of Tata Hybrid Equity Fund are
- St Bk of India - 7.12%
- ICICI Bank - 6.78%
- Reliance Industr - 6.56%
- HDFC Bank - 6.49%
- TCS - 4.26%