389.10
NAV (Mar 27,2024)

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

    31.45
  • P/B Ratio
    UM_URBAN_MONEY

    6.05
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    1.11
  • Sharpe
    UM_URBAN_MONEY

    0.11
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.94%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3624.41 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 Mar 29, 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 %)

10,361.15 (3.61%)11,105.96 (11.06%)12,567.42 (25.67%)15,169.56 (51.70%)18,676.28 (86.76%)
31,083.45 (3.61%)33,317.88 (11.06%)37,702.26 (25.67%)45,508.68 (51.70%)56,028.84 (86.76%)
51,805.75 (3.61%)55,529.8 (11.06%)62,837.1 (25.67%)75,847.8 (51.70%)93,381.4 (86.76%)
82,889.2 (3.61%)88,847.68 (11.06%)1,00,539.36 (25.67%)1,21,356.48 (51.70%)1,49,410.24 (86.76%)
1,03,611.5 (3.61%)1,11,059.6 (11.06%)1,25,674.2 (25.67%)1,51,695.6 (51.70%)1,86,762.8 (86.76%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD9.14%
  • STATE BANK OF INDIA8.12%
  • GOI7.19%
  • RELIANCE INDUSTRIES LTD6.28%
  • ICICI BANK LTD4.19%
  • TATA CONSULTANCY SERVICES LTD4.19%
  • LARSEN & TOUBRO LTD3.91%
  • BHARTI AIRTEL LTD3.84%
  • ITC LTD3.57%
  • VARUN BEVERAGES LTD3.34%
  • B REPO2.86%
  • INFOSYS LTD2.77%
  • BASF INDIA LTD2.62%
  • IDFC LTD2.38%
  • ULTRATECH CEMENT LTD2.32%
  • CASH NET CURRENT ASSET2.09%
  • HINDUSTAN UNILEVER LTD1.98%
  • MAHINDRA & MAHINDRA LTD1.67%
  • REDINGTON INDIA LTD1.56%
  • KOTAK MAHINDRA BANK LTD1.47%
  • ZEE ENTERTAINMENT ENTERPRISES LTD1.36%
  • ADITYA BIRLA FASHION & RETAIL LTD1.33%
  • ORACLE FINANCIALS SERVICES SOFT LTD1.16%
  • SUNDRAM FASTENERS LTD1.14%
  • HDFC ASSET MANAGEMENT COMPANY LTD1.11%
  • LUPIN LTD0.91%
  • IDFC FIRST BANK LTD0.86%
  • MARUTI SUZUKI INDIA LTD0.85%
  • GUJARAT STATE PETRONET LTD0.84%
  • GUJARAT PIPAVAV PORT LTD0.76%
  • QUESS CORP LTD0.75%
  • AJANTA PHARMA LTD0.72%
  • TATA MOTORS DVR0.70%
  • BHARTI TELECOM LTD0.69%
  • TOYOTA FINANCIAL SERVICES INDIA LTD0.69%
  • TATA CAPITAL FINANCIAL SERVICES LTD0.69%
  • KOTAK MAHINDRA INVESTMENTS LTD0.69%
  • BAJAJ FINANCE LTD0.69%
  • POWER FINANCE CORPORATION0.69%
  • LIC HOUSING FINANCE LTD0.69%
  • REC LTD FRB0.69%
  • SMALL INDUST DEVLOP BANK OF INDIA0.69%
  • GODREJ PROPERTIES LTD0.68%
  • JAMNAGAR UTILITIES & POWER PVT LTD0.66%
  • CUMMINS INDIA LTD0.54%
  • VARANASI SANGAM EXPRESSWAY PVT LTD FRB0.52%
  • AGRO TECH FOODS LTD0.48%
  • ACC LTD0.43%
  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD0.38%
  • SGS UTTAR PRADESH0.33%
  • AKZO NOBEL INDIA LTD0.32%
  • PI INDUSTRIES LTD0.29%
  • SDL GUJARAT0.28%
  • BHARTI AIRTEL LTD RIGHT PARTLY PAID0.19%
  • HDFC ERGO GENERAL INSURANCE COMPANY LTD0.14%
  • NHPC LTD0.14%
  • H P C L0.13%
  • SIKKA PORTS AND TERMINALS LTD0.11%
  • INDIAN RAILWAYS FINANCE CORPORATION LTD0.11%
  • SDL UTTAR PRADESH0.06%
  • SGS MAHARASHTRA0.03%
  • 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

26.51%

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

HYBRID

Very High

18.89%

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

HYBRID

Very High

14.28%

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

HYBRID

Very High

13.70%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

13.69%

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

HYBRID

Very High

12.57%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

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

HYBRID

Very High

10.97%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.39%

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

HYBRID

Very High

7.37%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

36.26%

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

HYBRID

Very High

35.26%

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

32.80%

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

HYBRID

Very High

29.39%

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

HYBRID

Very High

28.62%

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

HYBRID

Very High

26.24%

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

HYBRID

Very High

22.96%

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

HYBRID

Very High

22.90%

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

HYBRID

Very High

17.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

25.71%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

22.58%

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

HYBRID

Very High

18.42%

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

HYBRID

Very High

18.32%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.30%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

15.71%

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

HYBRID

Very High

15.48%

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

HYBRID

Very High

13.02%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.88%

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

HYBRID

Very High

10.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

16.43%

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

HYBRID

Very High

15.03%

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

HYBRID

Very High

14.25%

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

HYBRID

Very High

14.19%

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

HYBRID

Very High

14.11%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.98%

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

HYBRID

Very High

12.95%

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

HYBRID

Very High

12.56%

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

HYBRID

Very High

12.10%

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

HYBRID

Very High

11.36%

Fund Managers

CP

Mr. Chandraprakash PadiyarSenior Fund Manager

From April 2007 to August 2018 with Alchemy Capital Management Pvt. Ltd. (10 years) where he was & Portfolio for their onshore long only strategies. Reporting to Chief Investment Officer.

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.

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.

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