Tata Hybrid Equity Fund Regular Plan - Growth

(Erstwhile Tata Balanced Fund Regular Plan - Growth)

Category: Hybrid: Aggressive
Launch Date: 08-10-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 25+75 Aggressive Index
Expense Ratio: 2.08% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,678.25 Cr As on ( 31-10-2018)
Turn over: 216.26
NAV as on 07-12-2018

202.7548

1.29 ( 0.6373% )

CAGR Since Inception

14.18%

PERFORMANCE of Tata Hybrid Equity Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 07-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Hybrid Equity Fund Regular Plan - Growth -0.6 6.77 14.53 17.64 14.18
Benchmark - - - - -
Hybrid: Aggressive -2.36 8.82 13.14 15.34 9.38

Yearly Performance (%)

Fund Managers

Mr. Pradeep Gokhale, Mr. Murthy Nagarajan

Mr. Gokhale is a B.com (H), CA and CFA Prior to joining Tata AMC in 2004 he has worked with Credit Analysis and Research Ltd.

Investment 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.

RETURNS CALCULATOR for Tata Hybrid Equity Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Tata Hybrid Equity Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Hybrid Equity Fund Regular Plan - Growth 10.72 1.03 4.76 0.2 6.8 8.5
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Tata Hybrid Equity Fund Regular Plan - Growth

Period
Data as on - 07-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Hybrid Equity Fund Regular Plan - Growth 08-10-1995 -0.6 7.14 6.77 14.53 17.64
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 3.78 10.64 11.07 10.53 13.03
JM Equity Hybrid Fund-Dividend 01-04-1995 3.35 9.89 7.82 10.45 12.93
JM Equity Hybrid Fund-Growth 01-04-1995 3.35 9.89 7.82 10.51 12.96
JM Equity Hybrid Fund - Half Yearly Dividend Option 15-09-2014 3.32 10.12 8.49 0.0 0.0
JM Equity Hybrid Fund - Monthly Dividend Option 24-11-2014 3.32 9.95 8.2 0.0 0.0
JM Equity Hybrid Fund - Quarterly Dividend Option 24-11-2014 3.25 9.81 7.77 0.0 0.0
JM Equity Hybrid Fund - Annual Dividend Option 15-09-2014 3.12 10.01 8.41 0.0 0.0
Sundaram Equity Hybrid Fund Regular Dividend 23-06-2000 2.65 10.02 10.64 10.25 11.12
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 2.4 11.3 9.3 15.39 17.2

PORTFOLIO ANALYSIS of Tata Hybrid Equity Fund Regular Plan - Growth

Asset Allocation (%)

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