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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹441.7712 -0.73%
As on 04-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Tata Hybrid Equity Fund - Regular Plan
|
|
|
Very High
|
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1.92 |
|
 |
|
Very High
|
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1.59 |
||
 |
|
Very High
|
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1.74 |
||
|
|
Very High
|
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1.77 |
||
|
|
Very High
|
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1.88 |
₹4,268 Cr
1.00 (365)
5,000
500
100
6
Investment Strategy
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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By Value Research
Tata Hybrid Equity Fund - Regular Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, Tata Hybrid Equity Fund - Regular Plan fund can be purchased from the website of Tata Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Tata Hybrid Equity Fund - Regular Plan is ₹441.7712 as of 06-Oct-2024.
The AUM of Tata Hybrid Equity Fund - Regular Plan Fund is ₹4,268 Cr as of 31-Aug-2024
The riskometer level of Tata Hybrid Equity Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
Gujarat State SDL 7.64 10/01/2031 |
1.44
|
|
GOI Sec 7.10 08/04/2034 |
1.15
|
|
LIC Housing Finance Ltd Debenture 7.69 06/02/2034 |
1.06
|
|
GOI Sec 7.38 20/06/2027 |
0.92
|
|
GOI Sec 7.18 14/08/2033 |
0.90
|
As of 31-Aug-2024, Tata Hybrid Equity Fund - Regular Plan had invested 76.01% in Equity, 19.93% in Debt and 4.06% in Cash & Cash Eq. See More
Tata Hybrid Equity Fund - Regular Plan is 29 years 0 months old. It has delivered 15.17% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
27.34%
|
13.16%
|
16.27%
|
11.94%
|
11.77%
|
15.17%
|
No, There is no lock in period in Tata Hybrid Equity Fund - Regular Plan.
The expense ratio of Tata Hybrid Equity Fund - Regular Plan is 1.92.
