Name: Tata Hybrid Equity Fund Regular Growth
Brand: Tata Mutual Fund
Tata Hybrid Equity Fund Regular Growth+0.20%
-2.93%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All
Fund DetailsTata Hybrid Equity Fund Regular GrowthRiskModerately High
Min SIP Amount₹500
Expense Ratio1.97%
NAV₹206.73 (30 Sep 2020)
Fund Started08 Oct 1995
Fund Size₹3,302 Cr
Returns
1Y
3Y*
5Y*
Since inception*
Tata Hybrid Equity Fund Regular Growth
-2.9%
1.3%
4.1%
14.3%
Category Average
1.2%
2.7%
6.5%
-
Rank within category
37
24
23
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns₹0
with -2.9% annual returns
ComparisonData not available
Pros
1. Age is more than 10 years
Cons
1. Risk-adjusted returns are lower compared to the category2. Risk is higher compared to the benchmark3. Higher expense ratio4. 1Y Returns are lower than the benchmark5. 3Y Returns are lower than the benchmark6. 5Y Returns are lower than the benchmark
Top HoldingsNameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity10.1%
HDFC Bank Ltd.FinancialEquity8.4%
ICICI Bank Ltd.FinancialEquity7.1%
State Bank of IndiaFinancialEquity4.8%
Tata Consultancy Services Ltd.TechnologyEquity4.1%
Infosys Ltd.TechnologyEquity3.4%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
ITC Ltd.FMCGEquity2.8%
Varun Beverages Ltd.FMCGEquity2.7%
Gujarat State Petronet Ltd.EnergyEquity2.5%
See All
Fund ManagersaddMurthy Nagarajan
Education
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Funds Managed
Tata Hybrid Equity Fund Regular Growth
Tata Gilt Securities Fund Regular Growth
Tata Gilt Securities Fund Regular Dividend Quarterly
Tata Hybrid Equity Fund Regular Dividend
Tata Short Term Bond Fund Regular Dividend Monthly
Tata Short Term Bond Fund Regular Growth
Tata Medium Term Fund Regular Dividend Quarterly
Tata Equity Savings Fund Regular Dividend Monthly
Tata Medium Term Fund Regular Growth
Tata Equity Savings Fund Regular Growth
Tata Gilt Retirement Plan280225 Dividend
Tata Equity Savings Fund Regular Dividend
Tata Hybrid Equity Fund Regular Dividend Monthly
Tata Retirement Savings Fund Progressive Plan Regular Growth
Tata Retirement Savings Fund Moderate Plan Regular Growth
Tata Retirement Savings Fund Conservative Plan Regular Growth
Tata Hybrid Equity Fund Direct Plan Growth
Tata Hybrid Equity Fund Direct Plan Dividend Monthly
Tata Hybrid Equity Fund Direct Plan Dividend
Tata Medium Term Fund Direct Dividend Quarterly
Tata Medium Term Fund Direct Growth
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata Short Term Bond Direct Plan Growth
Tata Short Term Bond Direct Plan Dividend Monthly
Tata Gilt Securities Fund Direct Growth
Tata Gilt Securities Fund Direct Dividend Quarterly
Tata Equity Savings Fund Direct Dividend Monthly
Tata Equity Savings Fund Direct Dividend
Tata Equity Savings Fund Direct Growth
Tata Short Term Bond Direct Plan Dividend
Tata Short Term Bond Fund Regular Dividend
Tata Medium Term Fund Segregated Portfolio 1 Regular   Growth
Tata Multi Asset Opportunities Fund Direct   Dividend
Tata Multi Asset Opportunities Fund Regular   Growth
Tata Multi Asset Opportunities Fund Direct   Growth
addChandraprakash Padiyar
Education
Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.
Experience
Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.
Funds Managed
Tata Hybrid Equity Fund Regular Growth
Tata Hybrid Equity Fund Regular Dividend
Tata Large & Mid Cap Fund Regular Dividend
Tata Large & Mid Cap Fund Regular Growth
Tata Hybrid Equity Fund Regular Dividend Monthly
Tata Hybrid Equity Fund Direct Plan Growth
Tata Hybrid Equity Fund Direct Plan Dividend Monthly
Tata Hybrid Equity Fund Direct Plan Dividend
Tata Large & Mid Cap Fund Direct Plan Dividend
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Small Cap Fund Direct   Growth
Tata Small Cap Fund Regular   Growth
Tata Small Cap Fund Direct   Dividend
Tata Small Cap Fund Regular   Dividend
addSatish Chandra Mishra
Education
Mr. Mishra has done B.tech & PGDM
Experience
Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Funds Managed
Tata Hybrid Equity Fund Regular Growth
Tata Hybrid Equity Fund Regular Dividend
Tata Hybrid Equity Fund Regular Dividend Monthly
Tata Hybrid Equity Fund Direct Plan Growth
Tata Hybrid Equity Fund Direct Plan Dividend Monthly
Tata Hybrid Equity Fund Direct Plan Dividend
Tata Resources & Energy Fund Direct Growth
Tata Resources & Energy Fund Regular Dividend
Tata Resources & Energy Fund Regular Growth
Tata Resources & Energy Fund Direct Dividend
Tata Small Cap Fund Direct   Growth
Tata Small Cap Fund Regular   Growth
Tata Small Cap Fund Direct   Dividend
Tata Small Cap Fund Regular   Dividend
Tata Hybrid Equity Fund Regular Growth DetailsTata Hybrid Equity Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 08 Oct 1995. Murthy Nagarajan, Pradeep Gokhale is the Current Fund Manager of Tata Hybrid Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,302 Cr and the Latest NAV as of 30 Sep 2020 is ₹206.73.
The Tata Hybrid Equity Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.  Minimum Lumpsum Investment is 5000.  For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Information Document(SID)Click here
₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load
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About Tata Mutual FundAddress
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
service@tataamc.com
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.com
Website
www.camsonline.com
NAV	₹206.73 (30 Sep 2020)
Fund Started	08 Oct 1995
Fund Size	₹3,302 Cr
Name	Sector	Instrument	% Assets
Reliance Industries Ltd.	Energy	Equity	10.1%
HDFC Bank Ltd.	Financial	Equity	8.4%
ICICI Bank Ltd.	Financial	Equity	7.1%
State Bank of India	Financial	Equity	4.8%
Tata Consultancy Services Ltd.	Technology	Equity	4.1%
Infosys Ltd.	Technology	Equity	3.4%
Housing Development Finance Corpn. Ltd.	Financial	Equity	2.9%
ITC Ltd.	FMCG	Equity	2.8%
Varun Beverages Ltd.	FMCG	Equity	2.7%
Gujarat State Petronet Ltd.	Energy	Equity	2.5%