Analyst’s Choice
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
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
|
Please wait... |
1.96 |
|||
Very High
|
Please wait... |
1.68 |
||||
Very High
|
Please wait... |
1.71 |
||||
Very High
|
Please wait... |
1.75 |
||||
Very High
|
Please wait... |
1.79 |
₹3,314 Cr
1.00 (365)
5,000
500
150
12
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 ₹365.2180 as of 07-Dec-2023.
The AUM of Tata Hybrid Equity Fund - Regular Plan Fund is ₹3,314 Cr as of 31-Oct-2023
The riskometer level of Tata Hybrid Equity Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.18 24/07/2037 |
1.62
|
GOI Sec 5.63 12/04/2026 |
1.60
|
GOI Sec 7.18 14/08/2033 |
1.49
|
Axis Bank Ltd CD 11/03/2024 |
1.47
|
GOI Sec 7.38 20/06/2027 |
1.17
|
As of 31-Oct-2023, Tata Hybrid Equity Fund - Regular Plan had invested 75.39% in Equity, 19.8% in Debt and 4.81% in Cash & Cash Eq. See More
Tata Hybrid Equity Fund - Regular Plan is 28 years 2 months old. It has delivered 14.87% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
10.49%
|
15.87%
|
12.63%
|
10.81%
|
13.50%
|
14.87%
|
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 1.96.
Sign up and get access to:
Unlimited access to advice from India's top experts
The most comprehensive analysis of funds and stocks in India
A holistic portfolio manager to help track all your investments easily
And much more, like guides, tools, webinars, videos and eBooks.