Tata Hybrid Equity Fund Regular Plan Growth

NORMAL RISK
Hybrid
Hybrid: Aggressive Hybrid
6M returns
-2.15 %
Current NAV
422.87
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 3936.2 Cr

Return Calculator

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

Investment distribution

HDFC Bank9.3 %
GOI7.3 %
Others6.9 %
Reliance Industries5.7 %
Bharti Airtel4.6 %
ICICI Bank4.3 %

Fund Manager

MN
Murthy Nagarajan
CP
Chandraprakash Padiyar
SC
Satish Chandra Mishra

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio1.94%
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 to provide income distribution and or capital appreciation over medium to long term.

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