Tata Hybrid Equity Fund Regular Growth

• Alpha -2.84%
• Beta 1.15
• Sharpe Ratio1.16
• Std Deviation 11.03%
• Tracking Error 3.96%

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

The Tata Hybrid Equity Fund Regular Growth has an AUM of 3387.03 crores & has delivered CAGR of 11.71% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.96%. The minimum investment in Tata Hybrid Equity Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 150.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, State Bank Of India, Reliance Industries & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Tobacco.

Some of the similar funds are Kotak Equity Hybrid Regular Growth, Nippon India Equity Hybrid Fund - Growth, Tata Hybrid Equity Fund Regular Growth, Sundaram Aggressive Hybrid Fund Growth, Axis Equity Hybrid Fund Regular Growth. Tata Hybrid Equity Fund Regular Growth has a sharpe ratio of 1.16 & a standard deviation of 11.03%.