TATA HYBRID EQUITY FUND REGULAR PLAN - PERIODIC DIVIDEND PAYOUT

2
Aggressive Hybrid NAV 77.7450 0.77 01 March, 2021
  • 1.8%
  • 38Y 11M
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) 3,375 (As on December 31, 2020)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.97% (As on December, 2020)
Fund Manager Murthy Nagarajan, Chandraprakash Padiyar

Investment Returns (As on 01 Mar, 2021)

  • 3 Month 11.63%
  • 6 Month 24.13%
  • 1 Year 12.85%
  • 3 Year 1.92%
  • 5 Year 1.8%
Graph
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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 12.85% 1.92% 1.8%
SBI Equity Hybrid Fund (G) 20.07% 11.56% 14.08%
ICICI Prudential Equity & Debt Fund (G) 32.46% 10.63% 15.38%
L&T Hybrid Equity Fund (G) 23.06% 7.6% 12.13%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 26.85% 6.9% 11.79%
Nippon India Equity Hybrid Fund (G) 11.38% 1.01% 8.74%

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