MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationAggressive Allocation
Tata Hybrid Equity Fund Regular Growth
3Y Annualised
12.44%
-0.80% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.13%
-0.80% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 11 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹3936.16 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL. On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1%. Redemption after expiry of 365 days from the date of allotment-NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
SM
Satish MishraFund Manager Since 1 Nov 2019
About Tata Hybrid Equity Fund Regular Growth
Tata Hybrid Equity Fund Regular Growth is a Allocation mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 29 years, having been launched on 1995-10-08. Tata Hybrid Equity Fund Regular Growth has ₹3936.16 Cr worth of assets under management (AUM) as of Sun Apr 27 2025. The latest Net Asset Value (NAV) of Tata Hybrid Equity Fund Regular Growth as of Fri Apr 25 2025 is ₹419.3806. The fund has an expense ratio of 1.94%, which is medium comparable to most other Allocation funds.
Tata Hybrid Equity Fund Regular Growth returns for the last 1 year are 5.10%. Since launch, it has delivered 14.67% average annual returns.
The Tata Hybrid Equity Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Communication Services, Industrials, Technology, Basic Materials, Consumer Defensive sectors.
Top 5 Holdings of Tata Hybrid Equity Fund Regular Growth.
- HDFC Bank Ltd: 9.29%
- Reliance Industries Ltd: 5.70%
- Bharti Airtel Ltd: 4.62%
- ICICI Bank Ltd: 4.28%
- Larsen & Toubro Ltd: 3.83%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 1995-10-08 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Hybrid Equity Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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