Tata Hybrid Mutual Fund

Tata Equities Mutual Fund offers 23 different types of mutual fund schemes. The combined AUM for these TATA AMC schemes as of May 2023 is Rs 106,697 crore. Bluechip funds, mid-cap, small-cap, opportunity funds, flexi-cap, index funds, and other investment options are all part of TATA Equity plans.

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Mutual Fund Schemes
NAV
5Y Returns
AUM(in Cr.)
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20.25Mar 27, 2024
15%
₹8,316
431.51Mar 27, 2024
15%
₹3,624
101.34Mar 27, 2024
14%
₹3,624
101.34Mar 27, 2024
14%
₹3,624
389.10Mar 27, 2024
13%
₹3,624
86.07Mar 27, 2024
13%
₹3,624

Investment Objective

The goal of the Tata Hybrid Equity Fund is to find a mix of equity and debt investments that controls fund volatility while optimizing portfolio returns. Based on future and current market conditions, the scheme actively manages a combination of equity and debt investments. It seeks to find the best possible mix of chances for capital growth and income.

Risks Involved in Tata Hybrid Mutual Fund

Comparing equity funds to debt funds and balanced funds, Tata Hybrid Mutual Funds have a fairly high to high market risk. The value of the fund may change as and when the price of the underlying stock does. Changes in the stock market's price and volume, interest rates, currency rates, governmental policies, tax regulations, and other economic developments could all have an impact on stock values. The degree of portfolio diversity also affects how much risk there is. Market risk is higher for sector- or theme-based Tata Hybrid Mutual Funds than for diversified equity funds. Comparatively speaking, large-cap equity funds will be less risky than small-cap or mid-cap equity funds. Before investing in a scheme, investors may take into account their personal risk tolerance.

Return Potential of Tata Hybrid Mutual Fund

Returns are a byproduct of the investor's assumed risk. Compared to debt funds and balanced funds, returns from the Tata Hybrid Mutual Fund are higher. These funds have a track record of producing returns that hover around 12% on average during periods longer than five years. Tata Hybrid mutual funds, however, cannot offer assured returns, and the performance of the funds may change over time. A focused fund may have a larger return potential than a broad equities fund due to its increased risk. On the other hand, large-cap funds are renowned for offering consistent returns during all market cycles. One may think about diversifying the overall portfolio with a few small- or mid-cap funds to increase returns.

Who Should Invest in the Tata Hybrid Mutual Fund?

For investors looking for long-term wealth appreciation over a period of five years or more, Tata Hybrid Mutual Funds are a good choice. These funds are intended for investors with a comparatively higher risk tolerance because the fund value may increase or decrease depending on market conditions.

Tata Hybrid Mutual Funds are the best option for achieving long-term objectives, including funding a child's education, saving for retirement, and purchasing a home, because of their high return producing potential. You must maintain your investment during the designated investment horizon, which is typically 10–12 years or even more, in order to realise the full potential of equity funds. This could also imply keeping only those surpluses in these accounts that are earmarked for long-term investments and that you won't need anytime soon.

Things To Consider Before Investing in Tata Hybrid Mutual Fund

For investors who are looking for long-term financial growth over a period of five years or more, the Tata Hybrid Mutual Fund is an excellent choice. These funds are intended for investors with a comparatively higher risk tolerance because the value of the fund could increase or decrease depending on market conditions.

The Tata Hybrid Mutual Fund is the ideal choice for achieving long-term objectives, such as paying for a child's education, saving for retirement, and purchasing a home, due to its high return producing potential. You must hold onto your investment for the specified investment horizon, which is often 10–12 years or longer, in order to fully realise the potential of equity funds.

Tax on Tata Hybrid Mutual Fund

The current tax rate is 10% if your total long-term capital gain in the Tata Equity Mutual Fund exceeds Rs 1 lakh in a fiscal year. There are no taxes or other fees.

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FAQs

How is Tata Hybrid Mutual Fund doing?

As of May 24, 2023, the Tata Hybrid Mutual Fund's Regular Plan's Current Net Asset Value for the Growth Option is Rs 327.71. It has trailing returns of 5.72% (1 year), 21.47% (3 years), 9.19% (5 years), and 14.62% (since debut).

Is Tata Hybrid Mutual Fund Safe?

It is a moderately risky fund that has generated a CAGR/annualised return of 14.73% since its inception

Is it good to invest in equity funds?

Equity mutual funds provide risk diversification by investing in a portfolio of stocks from several industry sectors. Mutual fund schemes diversify across stocks and sectors in an effort to considerably reduce stock and sector-specific risks.

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