Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹150 | ₹5,000 | 1.04 % | 3★ | ₹3,308 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹150 | ₹5,000 | 1.04 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹3,308 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.1% | 15.8% | 11.6% | 13.9% | ||||
| Category Average | 11.2% | 17.1% | 15.4% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
St Bk of India
Reliance Industr
HDFC Bank
Reverse Repo
Others
Fund House Details
Tata Hybrid Equity Fund
Fund Manager
Chandraprakash Padiyar
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 |
|---|
Advance Ratio
| 0.01 | 0.85 | 0.72 | 0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 4
9.9%14.7%-1Y3Y5Y -
-
-
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
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"
The Tata Hybrid Equity Fund has delivered 13.9% since inception
The NAV of Tata Hybrid Equity Fund is ₹363.3 as of 01 December 2022.
The expense ratio of Tata Hybrid Equity Fund is 1.04 % as of 01 December 2022.
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”.
