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Tata Hybrid Equity Fund Direct Plan Growth
3Direct
Growth
3 yr CAGR
+16.22%
3Direct
Growth
3 yr CAGR
+16.22%
Fund overview
Net Asset Value
₹488.55
AUM (Fund size)
4,150.45 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
0.98%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.25 Lakhs ₹
Min investment of ₹100 required
Top holdings
| Holdings | Weightage |
|---|---|
| HDFC Bank Ltd | 6.92% |
| Reliance Industries Ltd | 5.67% |
| Bharti Airtel Ltd | 5.08% |
| Larsen & Toubro Ltd | 3.78% |
| Infosys Ltd | 3.4% |
| State Bank of India | 3.37% |
| ICICI Bank Ltd | 3.12% |
| Tata Consultancy Services Ltd | 2.88% |
| C) Repo | 2.83% |
| Varun Beverages Ltd | 2.45% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 64.70 | 16.41% | Very High Risk | |
| 73.03 | 17.68% | Very High Risk | |
| 70.71 | 19.21% | Very High Risk | |
| 411.20 | 20.24% | Very High Risk | |
| 116.56 | 17.03% | Very High Risk | |
| 1683.47 | 13.19% | Very High Risk | |
| 400.62 | 14.61% | Very High Risk | |
| 22.17 | 9.77% | Very High Risk | |
| 36.44 | 14.08% | Very High Risk | |
| 311.81 | 12.55% | Very High Risk |
Key Ratios
Key Ratios
| Ratio | This Fund | Category Avg | Insight |
|---|---|---|---|
| Alpha | -0.24% | 0.96% | Worse than category avg |
| Beta | 1.11% | 1.1% | Worse than category avg |
| Credit Rating | AAA% | % | |
| Yield to maturity | 7.43% | 5.43% |
Alpha
Worse than category avg
Worse than category avgThe fund has underperformed the benchmark and has provided lower returns than the expected catgeory average
This fund
-0.24
Category avg.
0.96
BetaWorse than category avg
Worse than category avgThis fund is more volatile as compared to the index and is more risky as compared to category average
This fund
1.11
Category avg.
1.1
Credit Rating
Highest credit rating. It indicates an extremely strong ability to make timely interest payments and ultimate principal payments.
This fund
AAA
Category avg.
Yield to maturity
Fund is taking higher risk than average which may lead to higher returns
This fund
7.43
Category avg.
5.43
About Tata Asset Management Limited
Tata Mutual Fund was established in 1994 and is part of the Tata group, one of India's largest and most respected industrial groups. It has over 35 schemes across equity, debt and hybrid fund categories
Managers | Murthy Nagarajan, Satish Mishra |
Custodians | Deutsche Bank AG |
Address | Tata Asset Management Private Limited Mafatlal Centre, 9th Floor, |
Fax Nos. | +91 22 2261 3782 |
Telephone Nos. | +91 22 6657 8282 |
Homepage | www.tatamutualfund.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.25 Lakhs ₹
Min investment of ₹100 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
