| Category: Hybrid: Aggressive |
| Launch Date: 08-10-1995 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| Expense Ratio: 1.94% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,936.07 Cr As on (31-03-2025) |
| Turn over: 17.24 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | 5.18 | 12.48 | 18.13 | 9.82 | 13.74 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 7.82 | 14.04 | 19.84 | 11.48 | 13.01 |
Murthy Nagarajan, Satish Chandra Mishra
The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | 9.21 | 0.39 | 0.79 | 1.08 | 7.5 | 6.3 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Portfolio as on