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Tata Hybrid Equity Growth Direct Plan
Hybrid
Aggressive Hybrid Fund
Tata Hybrid Equity Growth Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
Tata Hybrid Equity Growth Direct Plan
NAV
₹455.4235
-1.32%
(4 Apr)
AUM
3,733 Cr
TER
1.02%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
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Category Average
Tata Hybrid Equity (G)
1Y
+11.1%
+10.5%
+9.4%
+6.2%
+6.1%
+5.0%
3Y
+15.9%
+17.4%
+17.9%
+20.2%
+12.4%
+12.0%
5Y
+26.0%
+25.9%
+29.8%
+30.7%
+22.3%
+21.3%
ALL
+19.8%
+14.6%
+17.6%
+14.3%
+13.5%
+13.4%
VOL
12.7%
12.8%
12.1%
14.3%
-
12.0%
TER
0.6%
0.3%
1.0%
0.7%
-
1.0%
AUM
₹1,463 Cr
₹2,290 Cr
₹38,507 Cr
₹729 Cr
-
₹3,733 Cr
INFO
1.56
1.14
1.45
1.00
-
1.12
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Hybrid Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 28th Feb
Top holdings
HDFC Bank Ltd
9.3%
Reliance Industries Ltd
5.7%
Bharti Airtel Ltd
4.4%
ICICI Bank Ltd
4.0%
Larsen & Toubro Ltd
3.7%
Infosys Ltd
3.6%
State Bank of India
3.1%
Tata Consultancy Services Ltd
2.8%
Cash / Net Current Asset
2.5%
UltraTech Cement Ltd
2.3%
Top industry exposure
Financial Services
23.8%
Consumer Cyclical
7.6%
Industrials
7.5%
Technology
6.4%
Consumer Defensive
6.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
Fund manager(s)
Murthy Nagarajan
Satish Mishra
More details
Fund offer document
All funds from TATA
FAQs
Monthly SIP
One Time