Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment

Hybrid Generate Income and create wealth
Aggressive Hybrid Fund
Category Rank
Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment
Rating
Fund
Time to Invest
Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment
NAV
72.8696
(08/12/2021)
L 52Wk H
59.21
76.02
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Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment

Hybrid
Aggressive Hybrid Fund
Generate Income and create wealth
Rank Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment
Fund
NAV
72.8696
(08/12/2021)
Time to Invest
Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment
Rating
L 52Wk H
59.21
76.02
Investment Objective

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns. .

Category
  • Hybrid - Aggressive Hybrid Fund
Benchmark
  • CRISIL Hybrid 35+65 - Aggressive Index
Returns
Absolute
1M
-2.62%
3M
0.44%
6M
9.82%
Annualised
1Y
27.66%
3Y
13.73%
5Y
10.60%
Historical NAV
NAV for scheme TATA Hybrid Equity Fund Regular Plan - Monthly Payout of Income Distribution cum capital withdrawal option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment

AUM

3298.38 Cr
Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment AUM is 112% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 12% of investments and 1% for remaining investments on or before 365D Nil after 365D
Lock In Period - NIL

Expense Ratio

1.98%
Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment Expense Ratio is 62% lower than other schemes in the category

Turnover Ratio

6.09%
Tata Hybrid Equity Fund Regular Plan - Monthly Idcw Reinvestment Turnover Ratio is 91% lower than other schemes in the category