TATA HYBRID EQUITY FUND - MONTHLY DIVIDEND PAYOUT

2
Aggressive Hybrid NAV 59.0652 0.19 15 November, 2019
  • -1.78%
  • -38Y 8M
TATA HYBRID EQUITY FUND - MONTHLY DIVIDEND PAYOUT was previously known as

Tata Balanced Regular

Fund Details

Category Aggressive Hybrid
Fund Type
Investment Plan Dividend
Launch Date 08 October, 1995
Benchmark CRISIL Hybrid 25+75 Aggressive Index
Asset Size(Cr) 4298.98 (As on Sep 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.95% (As on Sep 30, 2019)
Fund Manager Murthy Nagarajan, Chandraprakash Padiyar

Investment Returns (As on 15 Nov, 2019)

  • 3 Month 3.63%
  • 6 Month 1.59%
  • 1 Year -0.45%
  • 3 Year -2.65%
  • 5 Year -1.78%
Graph
Returns Compare with Others
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
TATA HYBRID EQUITY FUND - MONTHLY DIVIDEND PAYOUT -0.45% -2.65% -1.78%
SBI Equity Hybrid Fund (G) 15.3% 11.65% 10.42%
ICICI Prudential Equity & Debt Fund (G) 6.73% 9.72% 9.18%
L&T Hybrid Equity Fund (G) 6.15% 9% 8.78%
Nippon India Equity Hybrid Fund (G) 2.99% 7.86% 7.35%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 5.28% 7.29% 7.68%

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