Tata Hybrid Equity Fund Regular Plan Growth

Risk: Very High
₹ 431.35
NAV (Jul 25,2024)

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

    39.76
  • P/B Ratio
    UM_URBAN_MONEY

    6.99
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    1.08
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.17

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.93%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3917.00 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 Jul 27, 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₹ 10,810.01 (8.10%)₹ 11,570.03 (15.70%)₹ 12,373.01 (23.73%)₹ 15,303.81 (53.04%)₹ 20,561.27 (105.61%)
₹ 30,000₹ 32,430.03 (8.10%)₹ 34,710.09 (15.70%)₹ 37,119.03 (23.73%)₹ 45,911.43 (53.04%)₹ 61,683.81 (105.61%)
₹ 50,000₹ 54,050.05 (8.10%)₹ 57,850.15 (15.70%)₹ 61,865.05 (23.73%)₹ 76,519.05 (53.04%)₹ 1,02,806.35 (105.61%)
₹ 80,000₹ 86,480.08 (8.10%)₹ 92,560.24 (15.70%)₹ 98,984.08 (23.73%)₹ 1,22,430.48 (53.04%)₹ 1,64,490.16 (105.61%)
₹ 1,00,000₹ 1,08,100.1 (8.10%)₹ 1,15,700.3 (15.70%)₹ 1,23,730.1 (23.73%)₹ 1,53,038.1 (53.04%)₹ 2,05,612.7 (105.61%)

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 LTD7.74%
  • RELIANCE INDUSTRIES LTD7.03%
  • GOI5.80%
  • BHARTI AIRTEL LTD4.98%
  • STATE BANK OF INDIA4.55%
  • ICICI BANK LTD3.98%
  • TATA CONSULTANCY SERVICES LTD3.79%
  • LARSEN & TOUBRO LTD3.64%
  • VARUN BEVERAGES LTD2.82%
  • INFOSYS LTD2.48%
  • C REPO2.29%
  • PI INDUSTRIES LTD2.17%
  • ULTRATECH CEMENT LTD1.97%
  • LIC HOUSING FINANCE LTD1.79%
  • ADITYA BIRLA FASHION & RETAIL LTD1.71%
  • HINDUSTAN UNILEVER LTD1.70%
  • SGS GUJARAT1.55%
  • MAHINDRA & MAHINDRA LTD1.46%
  • SGS UTTAR PRADESH1.41%
  • KOTAK MAHINDRA BANK LTD1.29%
  • SMALL INDUST DEVLOP BANK OF INDIA CP1.22%
  • CASH NET CURRENT ASSET1.21%
  • POWER GRID CORPORATION OF INDIA LTD1.14%
  • SUNDRAM FASTENERS LTD1.14%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.13%
  • REDINGTON INDIA LTD1.13%
  • ITC LTD1.08%
  • LUPIN LTD1.03%
  • BASF INDIA LTD1.03%
  • SGS MAHARASHTRA1.03%
  • ZOMATO LTD1.02%
  • CUMMINS INDIA LTD1.01%
  • GUJARAT PIPAVAV PORT LTD0.96%
  • ADANI ENERGY SOLUTIONS LTD0.95%
  • IDFC LTD0.94%
  • MARUTI SUZUKI INDIA LTD0.92%
  • SUN PHARMACEUTICAL INDUSTRIES LTD0.87%
  • TATA MOTORS DVR0.83%
  • MAX HEALTHCARE INSTITUTE LTD0.81%
  • ICICI HOME FINANCE CO LTD0.76%
  • HDFC LIFE INSURANCE CO LTD0.76%
  • GUJARAT STATE PETRONET LTD0.76%
  • PNC INFRATECH LTD0.74%
  • AIA ENGINEERING LTD0.74%
  • SIKKA PORTS AND TERMINALS LTD0.73%
  • ANANT RAJ LTD0.72%
  • TATA COMMUNICATIONS LTD0.71%
  • TOYOTA FINANCIAL SERVICES INDIA LTD0.64%
  • KOTAK MAHINDRA INVESTMENTS LTD0.64%
  • POWER FINANCE CORPORATION0.64%
  • BAJAJ FINANCE LTD0.64%
  • REC LTD FRB0.64%
  • GODREJ PROPERTIES LTD0.64%
  • TATA CAPITAL LTD0.63%
  • JAMNAGAR UTILITIES & POWER PVT LTD0.62%
  • AJANTA PHARMA LTD0.62%
  • OBEROI REALTY LTD0.59%
  • MUTHOOT FINANCE LTD0.58%
  • AUROBINDO PHARMA LTD0.54%
  • COAL INDIA LTD0.50%
  • ACC LTD0.47%
  • HDFC ASSET MANAGEMENT COMPANY LTD0.46%
  • AKZO NOBEL INDIA LTD0.32%
  • BHARTI AIRTEL LTD RIGHT PARTLY PAID0.29%
  • SDL GUJARAT0.26%
  • SGS TAMILNADU0.19%
  • HDFC ERGO GENERAL INSURANCE COMPANY LTD0.13%
  • NHPC LTD0.13%
  • H P C L0.12%
  • INDIAN RAILWAYS FINANCE CORPORATION LTD0.10%
  • 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

26.51%

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

HYBRID

Very High

18.89%

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

HYBRID

Very High

15.72%

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%

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

HYBRID

Very High

13.62%

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

HYBRID

Very High

12.57%

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

HYBRID

Very High

12.43%

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

HYBRID

Very High

11.73%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

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%

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

HYBRID

Very High

30.56%

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

HYBRID

Very High

29.80%

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

HYBRID

Very High

27.92%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

26.13%

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

HYBRID

Very High

25.24%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

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

HYBRID

Very High

23.55%

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

HYBRID

Very High

18.56%

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

HYBRID

Very High

-0.41%

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

27.07%

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

HYBRID

Very High

18.39%

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

HYBRID

Very High

18.32%

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

HYBRID

Very High

15.67%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

14.69%

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

HYBRID

Very High

14.60%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.40%

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

HYBRID

Very High

13.41%

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%

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

21.88%

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

HYBRID

Very High

20.85%

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

HYBRID

Very High

16.84%

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

HYBRID

Very High

16.43%

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

HYBRID

Very High

16.19%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

15.82%

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

HYBRID

Very High

15.03%

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

HYBRID

Very High

14.08%

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

HYBRID

Very High

12.21%

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

HYBRID

Very High

11.36%

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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ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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JM Aggressive Hybrid Fund - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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UTI Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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Quant Absolute Fund - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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PGIM India Hybrid Equity Fund - Growth

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Bandhan Hybrid Equity Fund - Regular Plan - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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Kotak Equity Hybrid Fund - IDCW

Tata Hybrid Equity Fund - Regular Plan - Growth

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Union Aggressive Hybrid Fund - Regular Plan - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth

Tata Hybrid Equity Fund - Regular Plan - Growth

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HSBC Equity 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 Jul 25,2024?

The current NAV of the Tata Hybrid Equity Fund - Regular Plan - Growth as of Jul 25,2024 is INR 431.35.

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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