Tata Hybrid Equity Fund Regular Plan Growth

Risk: Very High
₹ 442.90
NAV (Oct 10,2024)

Tata Hybrid Equity Fund - Regular Plan - Growth is a mutual fund offered by Tata Mutual Fund. It was established on October 8, 1995. The fund has an expense ratio of 1.94% and is suitable for investors looking for long-term capital growth. The minimum investment required is INR 5000, and there is no lock-in period. The fund has an average PE ratio of 31.44 and PB ratio of 6.05, indicating the potential for future growth.

Tata Hybrid Equity Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Hybrid Equity Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.71
  • P/B Ratio
    UM_URBAN_MONEY

    6.97
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.08
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.18

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.92%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 4312.06 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 12, 2024

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₹ 10,320.66 (3.21%)₹ 11,066.22 (10.66%)₹ 12,675.08 (26.75%)₹ 14,435.42 (44.35%)₹ 21,333.4 (113.33%)
₹ 30,000₹ 30,961.98 (3.21%)₹ 33,198.66 (10.66%)₹ 38,025.24 (26.75%)₹ 43,306.26 (44.35%)₹ 64,000.2 (113.33%)
₹ 50,000₹ 51,603.3 (3.21%)₹ 55,331.1 (10.66%)₹ 63,375.4 (26.75%)₹ 72,177.1 (44.35%)₹ 1,06,667 (113.33%)
₹ 80,000₹ 82,565.28 (3.21%)₹ 88,529.76 (10.66%)₹ 1,01,400.64 (26.75%)₹ 1,15,483.36 (44.35%)₹ 1,70,667.2 (113.33%)
₹ 1,00,000₹ 1,03,206.6 (3.21%)₹ 1,10,662.2 (10.66%)₹ 1,26,750.8 (26.75%)₹ 1,44,354.2 (44.35%)₹ 2,13,334 (113.33%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD6.63%
  • GOI6.29%
  • RELIANCE INDUSTRIES LTD6.03%
  • BHARTI AIRTEL LTD5.35%
  • ICICI BANK LTD3.84%
  • STATE BANK OF INDIA3.84%
  • TATA CONSULTANCY SERVICES LTD3.76%
  • LARSEN & TOUBRO LTD3.68%
  • INFOSYS LTD2.70%
  • PI INDUSTRIES LTD2.41%
  • VARUN BEVERAGES LTD2.38%
  • HINDUSTAN UNILEVER LTD1.85%
  • ULTRATECH CEMENT LTD1.81%
  • LIC HOUSING FINANCE LTD1.64%
  • CASH NET CURRENT ASSET1.61%
  • MAHINDRA & MAHINDRA LTD1.43%
  • LUPIN LTD1.27%
  • ZOMATO LTD1.27%
  • ARVIND FASHIONS LTD1.25%
  • KOTAK MAHINDRA BANK LTD1.20%
  • ITC LTD1.20%
  • KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD1.19%
  • TATA CORPORATE BOND FUND1.16%
  • KOTAK MAHINDRA PRIME LTD1.16%
  • CHOLAMANDALAM INVT & FIN CO LTD1.16%
  • NTPC LTD1.13%
  • POWER GRID CORPORATION OF INDIA LTD1.10%
  • ANANT RAJ LTD1.08%
  • SUNDRAM FASTENERS LTD1.05%
  • ADANI ENERGY SOLUTIONS LTD1.02%
  • DABUR INDIA LTD1.01%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.01%
  • SUN PHARMACEUTICAL INDUSTRIES LTD1.00%
  • GUJARAT STATE PETRONET LTD0.99%
  • INDIA CEMENTS LTD0.96%
  • SGS MAHARASHTRA0.96%
  • MUTHOOT FINANCE LTD0.92%
  • MARUTI SUZUKI INDIA LTD0.92%
  • GUJARAT PIPAVAV PORT LTD0.92%
  • CUMMINS INDIA LTD0.88%
  • SGS GUJARAT0.83%
  • HDFC LIFE INSURANCE CO LTD0.83%
  • GRANULES INDIA LTD0.81%
  • IDFC LTD0.79%
  • AJANTA PHARMA LTD0.78%
  • TATA MOTORS LTD0.77%
  • MAX HEALTHCARE INSTITUTE LTD0.77%
  • TATA COMMUNICATIONS LTD0.74%
  • AIA ENGINEERING LTD0.68%
  • SIKKA PORTS AND TERMINALS LTD0.66%
  • PNC INFRATECH LTD0.63%
  • AUROBINDO PHARMA LTD0.59%
  • BANK OF BARODA0.58%
  • CAN FIN HOMES LTD0.58%
  • TATA CAPITAL LTD0.58%
  • TOYOTA FINANCIAL SERVICES INDIA LTD0.58%
  • KOTAK MAHINDRA INVESTMENTS LTD0.58%
  • REC LTD FRB0.58%
  • POWER FINANCE CORPORATION0.58%
  • BAJAJ FINANCE LTD0.58%
  • GODREJ PROPERTIES LTD0.58%
  • OBEROI REALTY LTD0.57%
  • MIRAE ASSET FINANCIAL SERVICES INDIA PVT LTD CP0.57%
  • JAMNAGAR UTILITIES & POWER PVT LTD0.57%
  • COAL INDIA LTD0.49%
  • SPICEJET LTD0.48%
  • HDFC ASSET MANAGEMENT COMPANY LTD0.45%
  • ACC LTD0.41%
  • SDL GUJARAT0.24%
  • C REPO0.19%
  • SGS TAMILNADU0.18%
  • HDFC ERGO GENERAL INSURANCE COMPANY LTD0.12%
  • ICICI HOME FINANCE CO LTD0.12%
  • NHPC LTD0.12%
  • SGS UTTAR PRADESH0.11%
  • INDIAN RAILWAYS FINANCE CORPORATION LTD0.09%
  • SDL UTTAR PRADESH0.05%
  • SGS WEST BENGAL0.04%
  • SDL TAMILNADU0.01%
  • SDL MAHARASHTRA0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

16.35%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.02%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.28%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

12.85%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

9.70%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

7.93%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

6.51%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

42.82%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

37.82%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

35.05%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

34.66%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

32.70%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

27.92%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

25.28%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

25.24%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

20.91%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

13.44%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

21.33%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

17.03%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

16.30%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.20%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.76%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.41%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

12.99%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.42%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.24%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.00%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

20.74%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

19.76%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

17.64%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

17.42%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.65%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.03%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.81%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.81%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.18%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

13.26%

Show all Funds

Fund Managers

SM

Mr. Satish Chandra MishraAssistant Fund Manager

Since July 2017 with Tata Asset Management Ltd. Reporting to Chief Investment Officer Equities.Responsibilities held: Assistant Fund Manager & Research Analyst.From May 2012 to July 2017 with HDFC Securities Ltd as AVP, tracking Oil & Gas and Chemicals.Reporting to Head of Research.From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors.Reporting to Head of Research.He has also worked as an Assistant Engineer at Indian Farmers Fertilizer Cooperative Ltd. (IFFCO) for more than 2 years.

MN

Mr. Murthy NagarajanHead of Fixed Income

Mr. Nagarajan is responsible for managing debt schemes of the fund. He has more than 17 years of experience in finance and financial services in India.

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Compare with similar Funds

Tata Hybrid Equity Fund - Regular Plan - Growth

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Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth

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ICICI Prudential Equity & Debt Fund - Growth

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IDBI Hybrid Equity Fund - Growth

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SBI Equity Hybrid Fund - Regular Plan - IDCW

Tata Hybrid Equity Fund - Regular Plan - Growth

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Axis Equity Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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Nippon India Equity Hybrid Fund - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

vs

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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Navi Aggressive Hybrid Fund - Regular Plan - Growth

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vs

Groww Aggressive Hybrid Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Tata Hybrid Equity Fund - Regular Plan - Growth?

The Tata Hybrid Equity Fund - Regular Plan - Growth is classified as a Very High risk mutual fund, indicating the potential for significant investment volatility.

What is the current NAV (Net Asset Value) of the Tata Hybrid Equity Fund - Regular Plan - Growth as of Oct 10,2024?

The current NAV of the Tata Hybrid Equity Fund - Regular Plan - Growth as of Oct 10,2024 is INR 442.90.

What are the returns generated by the Tata Hybrid Equity Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Tata Hybrid Equity Fund - Regular Plan - Growth has delivered impressive returns of 23.15% in the past year, 14.90% over 3 years, and 13.20% over 5 years.

What is the expense ratio associated with the Tata Hybrid Equity Fund - Regular Plan - Growth?

The Tata Hybrid Equity Fund - Regular Plan - Growth has a 1.93% expense ratio.

What is the minimum investment amount required for the Tata Hybrid Equity Fund - Regular Plan - Growth?

The Tata Hybrid Equity Fund - Regular Plan - Growth requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the Tata Hybrid Equity Fund - Regular Plan - Growth?

Yes, Tata Hybrid Equity Fund offers SIP option with a minimum investment of INR 5000 per month for its Regular Plan - Growth.

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