What is the NAV of Tata Hybrid Equity Fund?
The Current NAV of Tata Hybrid Equity Fund is ₹482.63, as of 13th June 2025What are the returns of Tata Hybrid Equity Fund?
The Tata Hybrid Equity Fund has been there since 1st January 2013- 1 Year Returns: 4.44
- 3 Year Returns: 16.40
- 5 Year Returns: 19.01
What are the top 5 sectors holdings of Tata Hybrid Equity Fund?
The top sectors Tata Hybrid Equity Fund has invested in are as for 1st 01 2013 are as follows -- Private Banks | 15.93%
- Others | 10.17%
- G-Sec | 7.34%
- Construction & Engineering | 6.98%
- Oil & Gas - Refining & Marketing | 6.14%
What are the top 5 holdings Tata Hybrid Equity Fund?
The top 5 holdings for Tata Hybrid Equity Fund are- HDFC Bank Ltd | 7.40%
- Reliance Industries Ltd | 6.14%
- Bharti Airtel Ltd | 4.78%
- ICICI Bank Ltd | 4.44%
- Larsen and Toubro Ltd | 3.89%
What is the asset allocation of Tata Hybrid Equity Fund?
The Tata Hybrid Equity Fund is a plan that invests- Equity | 70.94%
- Government Securities | 12.58%
- Corporate Debt | 9.18%
- Cash & Equivalents | 4.75%
- Mutual Funds | 1.32%
How to invest in Tata Hybrid Equity Fund?
If you wish to invest in Tata Hybrid Equity Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Tata Hybrid Equity Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Tata Hybrid Equity Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Tata Hybrid Equity Fund?
The AUM of Tata Hybrid Equity Fund is 4011.98 Cr as of 13th June 2025What is the expense ratio of Tata Hybrid Equity Fund Plan?
The expense ratio of Tata Hybrid Equity Fund Plan is 0.98How to exit Tata Hybrid Equity Fund?
If you have invested in Tata Hybrid Equity Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Tata Hybrid Equity Fund?
The alpha ratio for the Tata Hybrid Equity Fund is -0.78
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Tata Hybrid Equity Fund?
The volatility or standard deviation for the Tata Hybrid Equity Fund is 10.32
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Tata Hybrid Equity Fund?
The sharpe ratio for the Tata Hybrid Equity Fund is 0.05
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Tata Hybrid Equity Fund?
The Sortino ratio for the Tata Hybrid Equity Fund is 0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Tata Hybrid Equity Fund?
The PE ratio (price-to-earnings) of the Tata Hybrid Equity Fund is 31.97 while category PE ratio is 39.761. Test MF FAQ for Mutual Fund Tata Hybrid Equity Fund Shares?
The Current NAV of Tata Hybrid Equity Fund is ₹482.63, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Tata Hybrid Equity Fund Plan?
There is a lock in period of N/A for Tata Hybrid Equity Fund
Add to Watchlist
Share
How to use scorecard? Learn more
Tata Hybrid Equity Fund Direct Growth
Growth
482.630.54% (-2.63)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
Tata Hybrid Equity Fund Performance & Key Metrics
Tata Hybrid Equity Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.98 | 31.97 | 0.05 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 39.76 | 0.18 |
Tata Hybrid Equity Fund Scheme InfoTata Hybrid Equity Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Tata Hybrid Equity Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Tata Hybrid Equity Fund Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Hybrid Equity Fund | 4.44% | 16.40% | 13.54% |
| SBI Equity Hybrid Fund | 12.13% | 17.55% | 15.16% |
| ICICI Pru Equity & Debt Fund | 9.67% | 22.26% | 17.71% |
| HDFC Hybrid Equity Fund | 7.38% | 17.39% | 12.75% |
Tata Hybrid Equity Fund Returns Comparison
Compare Tata Hybrid Equity Fund with any MF, ETF, stock or indexCompare Tata Hybrid Equity Fund with any MF, ETF, stock or index
Tata Hybrid Equity Fund
Hmm, looks like data is unavailable here. Please come back after some timeTata Hybrid Equity Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Tata Hybrid Equity Fund Asset Allocation
Tata Hybrid Equity Fund Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
Tata Hybrid Equity Fund Sector Distribution
Tata Hybrid Equity Fund Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
Tata Hybrid Equity Fund Sector Weightage
Tata Hybrid Equity Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Tata Hybrid Equity Fund Current Holdings
Tata Hybrid Equity Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
7.40 %
-1.88 %Holdings
6.14 %
0.48 %Holdings
4.78 %
0.37 %
AMC Profile of Tata Hybrid Equity Fund
AMC Profile of Tata Hybrid Equity Fund
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
No.of Schemes
58
Total AUM
₹ 1,89,865.96 Cr.
Tata Hybrid Equity Fund Manager Details
Tata Hybrid Equity Fund Manager Details
Tata Hybrid Equity Fund Manager Profile
Tata Hybrid Equity Fund Manager Profile
Satish Chandra Mishra
AUM: ₹9,831.08 Cr.
|
Exp: 12yrs
Murthy Nagarajan
AUM: ₹19,671.78 Cr.
|
Exp: 19yrs
Tata Hybrid Equity Fund Manager Performance (0)
Tata Hybrid Equity Fund Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
Tata Hybrid Equity Fund Tax Implications
Tata Hybrid Equity Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
+
-
You make
Tata Hybrid Equity Fund Review & Opinions
Tata Hybrid Equity Fund Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%