Tata Hybrid Equity Fund- Regular Plan - Growth Option
5.45
12.46
17.68
9.82
13.74
Benchmark
-
-
-
-
-
Hybrid: Aggressive
7.46
13.91
19.36
11.47
12.98
Yearly Performance (%)
Nav Movement
Fund Managers
Murthy Nagarajan, Satish Chandra Mishra
Investment Objective
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.
Returns Calculator for
Tata Hybrid Equity Fund- Regular Plan - Growth Option
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
Performance and Risk Statistics of
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Tata Hybrid Equity Fund- Regular Plan - Growth Option