TATA HYBRID EQUITY FUND REGULAR PLAN - PERIODIC DIVIDEND PAYOUT

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Aggressive Hybrid NAV 69.2204 -0.662 17 May, 2019
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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) 4768.14 (As on Mar 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 2% (As on Mar 31, 2019)
Fund Manager Murthy Nagarajan, Chandraprakash Padiyar

Investment Returns (As on 17 May, 2019)

  • 3 Month -2.32%
  • 6 Month -
  • 1 Year -
  • 3 Year -
  • 5 Year -
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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 REGULAR PLAN - PERIODIC DIVIDEND PAYOUT % % %
ICICI Prudential Equity & Debt Fund (G) 4.16% 12.65% 13.32%
SBI Equity Hybrid Fund (G) 5.53% 11.36% 13.84%
L&T Hybrid Equity Fund (G) -3.64% 9.21% 12.7%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) -2.42% 8.68% 11.7%
Reliance Equity Hybrid Fund (G) -6.21% 8.14% 11.17%

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