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Tata Hybrid Equity Fund Regular Plan - Growth

Hybrid: Aggressive | Open Ended Schemes

Nav : 210.5069

8.83 (4.19 %)

20-09-2019

EASTERN FINANCIERS's Take:

This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹5000.0

Returns (since Oct 08, 1995)

13.86%

10 Year Returns

12.15 %

Doubled Money

N/A

Sharp Ratio

1.03 %

Volatility

10.72 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Hybrid Equity Fund Regular Plan - Growth 08-10-1995 2.49 1.31 4.22 7.52 12.15
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 9.42 0.0 0.0 0.0 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 9.32 6.32 0.0 0.0 0.0
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 7.98 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 7.2 6.64 9.1 10.21 11.73
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 6.51 5.4 6.04 5.2 7.15
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 6.33 3.7 7.35 10.06 10.97
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 4.4 4.43 8.09 9.39 12.2
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 05-07-2015 4.33 4.76 9.55 0.0 0.0
Essel Equity Hybrid Fund - Regular Plan - Growth 23-04-2018 4.06 0.0 0.0 0.0 0.0

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Tata Mutual Fund
Launch Date
Oct 08, 1995
Expense Ratio
1.94%
Fund Category Risk
MODERATELY HIGH
Asset Size
4,219.45 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
13.86%
Contact Details
Fund Manager(s)
Mr. Pradeep Gokhale, Mr. Murthy Nagarajan

PORTFOLIO ANALYSIS of Tata Hybrid Equity Fund Regular Plan - Growth

PERFORMANCE of Tata Hybrid Equity Fund Regular Plan - Growth

Scheme Performance (%)

Data as on - 20-09-2019

Yearly Performance (%)

RETURNS CALCULATOR for Tata Hybrid Equity Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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