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Tata Hybrid Equity Fund Growth Direct Plan
NAV (Dec 1,2023)
Tata Hybrid Equity Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Tata Hybrid Equity Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio26.75
- P/B Ratio5.05
- Alpha-0.00
- Beta1.10
- Sharpe0.04
- Sortino0.06
Fund Overview
0.99%
0%
No Lock-in
₹ 3313.67 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Dec 03, 2023
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
|---|---|---|---|---|---|
| ₹ 10,000 | ₹ 10,297.46 (2.97%) | ₹ 10,698.54 (6.99%) | ₹ 10,843.09 (8.43%) | ₹ 15,813.36 (58.13%) | ₹ 18,224.25 (82.24%) |
| ₹ 30,000 | ₹ 30,892.38 (2.97%) | ₹ 32,095.62 (6.99%) | ₹ 32,529.27 (8.43%) | ₹ 47,440.08 (58.13%) | ₹ 54,672.75 (82.24%) |
| ₹ 50,000 | ₹ 51,487.3 (2.97%) | ₹ 53,492.7 (6.99%) | ₹ 54,215.45 (8.43%) | ₹ 79,066.8 (58.13%) | ₹ 91,121.25 (82.24%) |
| ₹ 80,000 | ₹ 82,379.68 (2.97%) | ₹ 85,588.32 (6.99%) | ₹ 86,744.72 (8.43%) | ₹ 1,26,506.88 (58.13%) | ₹ 1,45,794 (82.24%) |
| ₹ 1,00,000 | ₹ 1,02,974.6 (2.97%) | ₹ 1,06,985.4 (6.99%) | ₹ 1,08,430.9 (8.43%) | ₹ 1,58,133.6 (58.13%) | ₹ 1,82,242.5 (82.24%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC BANK LTD8.64%
- GOI8.41%
- STATE BANK OF INDIA6.83%
- RELIANCE INDUSTRIES LTD6.08%
- TATA CONSULTANCY SERVICES LTD4.37%
- ICICI BANK LTD4.21%
- BHARTI AIRTEL LTD3.89%
- ITC LTD3.62%
- LARSEN & TOUBRO LTD3.55%
- VARUN BEVERAGES LTD2.96%
- INFOSYS LTD2.81%
- BASF INDIA LTD2.67%
- CASH NET CURRENT ASSET2.60%
- IDFC LTD2.35%
- C REPO2.19%
- ULTRATECH CEMENT LTD2.03%
- HINDUSTAN UNILEVER LTD2.02%
- MAHINDRA & MAHINDRA LTD1.74%
- REDINGTON INDIA LTD1.55%
- JAMNAGAR UTILITIES & POWER PVT LTD1.48%
- AXIS BANK LTD CD1.47%
- KOTAK MAHINDRA BANK LTD1.47%
- ZEE ENTERTAINMENT ENTERPRISES LTD1.41%
- ADITYA BIRLA FASHION & RETAIL LTD1.39%
- SUNDRAM FASTENERS LTD1.25%
- ORACLE FINANCIALS SERVICES SOFT LTD1.17%
- HDFC ASSET MANAGEMENT COMPANY LTD1.03%
- MARUTI SUZUKI INDIA LTD0.94%
- IDFC FIRST BANK LTD0.87%
- LUPIN LTD0.85%
- GUJARAT STATE PETRONET LTD0.81%
- TATA CAPITAL FINANCIAL SERVICES LTD0.75%
- REC LTD FRB0.75%
- BAJAJ FINANCE LTD0.75%
- LIC HOUSING FINANCE LTD0.75%
- POWER FINANCE CORPORATION0.75%
- SMALL INDUST DEVLOP BANK OF INDIA0.75%
- HDFC ERGO GENERAL INSURANCE COMPANY LTD0.75%
- GODREJ PROPERTIES LTD0.75%
- QUESS CORP LTD0.67%
- AJANTA PHARMA LTD0.66%
- GUJARAT PIPAVAV PORT LTD0.66%
- BANDHAN BANK LTD0.65%
- VARANASI SANGAM EXPRESSWAY PVT LTD FRB0.59%
- SIKKA PORTS AND TERMINALS LTD0.57%
- CUMMINS INDIA LTD0.51%
- SGS MAHARASHTRA0.49%
- AGRO TECH FOODS LTD0.47%
- ACC LTD0.40%
- MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD0.37%
- AKZO NOBEL INDIA LTD0.32%
- SDL GUJARAT0.30%
- BHARTI AIRTEL LTD RIGHT PARTLY PAID0.17%
- NHPC LTD0.15%
- H P C L0.15%
- INDIAN RAILWAYS FINANCE CORPORATION LTD0.12%
- SDL UTTAR PRADESH0.06%
- SDL TAMILNADU0.01%
- SDL MAHARASHTRA0.00%
- Bank - Private15.84%
- Miscellaneous9.27%
- IT - Software8.35%
- Bank - Public6.83%
- Refineries6.08%
- Cigarettes/Tobacco3.62%
- Consumer Food2.96%
- Finance - NBFC2.72%
- Trading1.55%
- Retailing1.39%
- Fasteners1.25%
- BPO/ITeS0.67%
- Port0.66%
- Diesel Engines0.51%
- Edible Oil0.47%
- Paints0.32%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| HYBRID | Very High | 12.76% |
| HYBRID | Very High | 12.53% |
| HYBRID | Very High | 12.40% |
| HYBRID | Very High | 11.00% |
| HYBRID | Very High | 10.97% |
| HYBRID | Very High | 9.30% |
| HYBRID | Very High | 9.10% |
| HYBRID | Very High | 8.90% |
| HYBRID | Very High | 6.92% |
| HYBRID | Very High | 6.54% |
DSP Equity & Bond Fund - Regular Plan - Growth
Invesco India Equity & Bond Fund - Regular Plan - Growth
Shriram Aggressive Hybrid Fund - Regular Plan - Growth
Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth
Navi Equity Hybrid Fund - Regular Plan - Growth
Mirae Asset Hybrid Equity Fund - Regular Plan - Growth
SBI Equity Hybrid Fund - Regular Plan - IDCW
LIC MF Aggressive Hybrid Fund - Growth
Axis Equity Hybrid Fund - Regular Plan - Growth
HDFC Hybrid Equity Fund - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 29.40% |
| HYBRID | Very High | 26.37% |
| HYBRID | Very High | 17.08% |
| HYBRID | Very High | 14.95% |
| HYBRID | Very High | 13.44% |
| HYBRID | Very High | 12.01% |
| HYBRID | Very High | 11.96% |
| HYBRID | Very High | 11.15% |
| HYBRID | Very High | 10.49% |
| HYBRID | High | 8.91% |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth
JM Aggressive Hybrid Fund - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth
Nippon India Equity Hybrid Fund - Growth
IDBI Hybrid Equity Fund - Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth
PGIM India Hybrid Equity Fund - Growth
Sundaram Aggressive Hybrid Fund - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 27.67% |
| HYBRID | Very High | 20.92% |
| HYBRID | Very High | 20.07% |
| HYBRID | Very High | 19.10% |
| HYBRID | Very High | 16.16% |
| HYBRID | Very High | 15.90% |
| HYBRID | Very High | 15.70% |
| HYBRID | High | 15.03% |
| HYBRID | Very High | 11.88% |
| HYBRID | Very High | 11.73% |
ICICI Prudential Equity & Debt Fund - Growth
UTI Aggressive Hybrid Fund - Regular Plan - Growth
Franklin India Equity Hybrid Fund - Growth
Bandhan Hybrid Equity Fund - Regular Plan - Growth
HSBC Equity Hybrid Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 18.36% |
| HYBRID | Very High | 15.22% |
| HYBRID | Very High | 14.59% |
| HYBRID | Very High | 13.80% |
| HYBRID | Very High | 12.75% |
| HYBRID | Very High | 11.09% |
| HYBRID | Very High | 10.84% |
| HYBRID | Very High | 10.63% |
| HYBRID | Very High | 10.04% |
| HYBRID | Very High | 9.35% |
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Tata Hybrid Equity Fund - Growth - Direct Plan
Tata Hybrid Equity Fund - Growth - Direct Plan
