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Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option
- Hybrid
- Aggressive
- Very High
-
₹87.32
(0.98%)
Current NAV 15-05-2025
-
2.8%
Returns
-
Min. SIP ₹100
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 15-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 2.48% | 1.42% | 0.52% |
| 1M | 4.26% | 6.21% | -1.36% |
| 3M | 5.21% | 7.15% | -4.72% |
| 6M | -0.56% | 2.98% | -6.02% |
| 1Y | 2.8% | 10.54% | 4.43% |
| 2Y | 8.99% | 18.45% | 13.09% |
| 3Y | 9.86% | 17% | 10.35% |
| 5Y | 13.61% | 20.59% | 15.01% |
| ALL | 3.77% | 11.83% | 12.22% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 10.37% | 0.34% | 1.05% | -0.89% |
| Category | 10.91% | 0.51% | 0.51% | 0.51% |
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Comparison Of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option
Compare your fund with the top category schemes.
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3Y Returns8.29% (p.a.)
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
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BANDHAN Flexi Cap Fund - Regular Plan - Growth
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LIC MF Multi Cap Fund Regular - Growth
3Y Returns0% (p.a.)
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99% (p.a.)
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.72% (p.a.)
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns8.23% (p.a.)
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity74.73% Debt18.81% Others6.45%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 21%
Consumer Cyclical 8%
Industrials 8%
Technology 7%
Consumer Defensive 7%
Top 5 Companies of Equity
HDFC Bank Ltd 9%
Reliance Industries Ltd 6%
Bharti Airtel Ltd 4%
ICICI Bank Ltd 4%
Larsen & Toubro Ltd 4%
Debt Market Cap
Top 5 Sectors of Debt
19%
Top 5 Companies of Debt
7.09% Govt Stock 2054 2%
LIC Housing Finance Ltd. 1%
7.38% Govt Stock 2027 1%
7.18% Govt Stock 2033 1%
Gujarat (Government of) 7.64% 1%
Others Market Cap
Top 5 Sectors of Others
6%
Top 5 Companies of Others
Cash / Net Current Asset 3%
B) Repo 2%
Tata Corporate Bond Dir Gr 1%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Tata Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Tata Gold ETF Fund of Fund - Regular (G) | -0.85% | 6.93% | 24.09% | 24.7% | 0% | |
| Tata Nifty Financial Services Index Fund-Reg (G) | 4.54% | 13.82% | 13.15% | 23.56% | 0% | |
| Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | 3.12% | 9.36% | 0.71% | 21.42% | 0% | |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | 4.82% | 14.35% | 10.6% | 20.56% | 23.79% | |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | 3.28% | 6.17% | 0.56% | 17.43% | 22.49% | |
| Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth | 10.15% | 1.13% | -3.98% | 15.09% | 0% |
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Chat with usFrequently Asked Questions
What is the current NAV of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option as of 15-05-2025 is 87.3177.
What is the benchmark of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option?
Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option?
The fund's top 5 sectors holdings are Financial Services, Consumer Cyclical, Industrials, Technology, Consumer Defensive, ,
How can I redeem my investments in Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option?
Redeeming your investments in Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Murthy Nagarajan, Satish Chandra Mishra, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option is Rs 3996.65 Crs. Crs.
Should I invest in Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Option?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Tata Hybrid Equity Fund- Regular Plan - Monthly Payout of IDCW Options?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
