TATA HYBRID EQUITY FUND REGULAR PLAN GROWTH

NORMAL RISK
Hybrid
Hybrid: Aggressive Hybrid
6M returns
14.93 %
Current NAV
402.79
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Min. SIP
5000
AUM
₹ 3748.9 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank9.1 %
State Bank of India8.1 %
GOI7.2 %
Reliance Industries6.3 %
Others4.9 %
TCS4.2 %

Fund Manager

MN
Murthy Nagarajan
CP
Chandraprakash Padiyar
SC
Satish Chandra Mishra

Fund Information

Launched
18 Jul 2010(13 years ago)
Expense ratio1.95%
Exit LoadFor units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Benchmark index
CRISIL Hybrid 35+65 Aggressive Index100%

Fund Objective

The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.

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