Tata Hybrid Equity Fund - Regular (IDCW)

  • 5 years return (%) 9.32%
  • AUM (₹) ₹3333.21 Cr
  • NAV (₹) 77.7199
  • Rating 5

Performance

1Y 3Y 5Y Max
Fund Return 37.09% 10.69% 9.32% 266.06%
Category Average 37.75% 13.14% 14.55% 5.45%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
37.09%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Tata Hybrid Equity Fund - Regular (IDCW) 1.96 3333.21 +11%
HDFC Children's Gift Fund-Invt Plan (G) 1.96 4835.8539 +14%
Edelweiss Balanced Advantage Fund (G) 1.9 4308.7268 +13%
Aditya Birla SL Balanced Advantage Fund (G) 1.96 4283.6912 +12%
UTI-Hybrid Equity Fund (G) 2.05 4046.0375 +11%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    8.8% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    7.5% % Assets
  • St Bk of India

    Automobile Sector
    Equity Instrument
    6.0% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • TCS

    Automobile Sector
    Equity Instrument
    5.3% % Assets

AMC Details

Tata Mutual Fund

  • 66999.3375 Cr

    AUM

Contact Details

1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051

6657 8282. | 2261 3782.
service@tataamc.com