TATA HYBRID EQUITY FUND REGULAR PLAN - PERIODIC DIVIDEND PAYOUT

2
Aggressive Hybrid NAV 86.6048 0.72 18 October, 2021
  • 1.68%
  • 41Y 8M
TATA HYBRID EQUITY FUND REGULAR PLAN - PERIODIC 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) 3,451 (As on Sept 30, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.96% (As on Sept 2021)
Fund Manager Murthy Nagarajan, Chandraprakash Padiyar

Investment Returns (As on 18 Oct, 2021)

  • 3 Month 11.35%
  • 6 Month 13.11%
  • 1 Year 36.38%
  • 3 Year 7.39%
  • 5 Year 1.68%
Graph
Returns Compare with Others
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  • 5Y

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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 REGULAR PLAN - PERIODIC DIVIDEND PAYOUT 36.38% 7.39% 1.68%
ICICI Prudential Equity & Debt Fund (G) 81.99% 21.91% 16.2%
SBI Equity Hybrid Fund (G) 49.88% 20.33% 14.52%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 51.47% 16.65% 11.54%
L&T Hybrid Equity Fund (G) 41.94% 16.07% 12.1%
Nippon India Equity Hybrid Fund (G) 53.39% 9.73% 8.64%

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