TATA HYBRID EQUITY FUND REGULAR PLAN - PERIODIC DIVIDEND PAYOUT

2
Aggressive Hybrid NAV 72.2247 -0.01 20 February, 2020
  • -1.76%
  • -39Y 1M
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) 4074 (As on Jan 31, 2020)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.85% (As on Jan 31, 2020)
Fund Manager Murthy Nagarajan, Chandraprakash Padiyar

Investment Returns (As on 20 Feb, 2020)

  • 3 Month -0.13%
  • 6 Month 5.96%
  • 1 Year 2.36%
  • 3 Year -0.44%
  • 5 Year -1.76%
Graph
Returns Compare with Others
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Return Calculator

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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 2.36% -0.44% -1.76%
SBI Equity Hybrid Fund (G) 20.29% 12.25% 9.43%
ICICI Prudential Equity & Debt Fund (G) 12.1% 7.29% 8.07%
L&T Hybrid Equity Fund (G) 13.38% 6.99% 7.44%
Nippon India Equity Hybrid Fund (G) 5.4% 4.86% 5.96%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 6.6% 4.55% 5.8%

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