Tata Hybrid Equity Fund Direct Growth
Scheme code: INF277K01MN2
NAV value:
₹ 461.4999
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 0.29 | 35.35 | 19.11 | 22.06 |
| 3 year | 8.90 | 27.75 | 16.08 | 16.61 |
| 5 year | 1.24 | 22.50 | 11.62 | 13.59 |
| 7 year | 7.92 | 15.79 | 11.70 | 12.75 |
| 10 year | 9.44 | 15.81 | 13.42 | 14.07 |
| 12 year | 13.24 | 14.36 | 13.89 | 14.58 |
Rolling return for 1 year
- Average return: 19.11% - Median return: 22.27% - Average standard deviation: 3.38Rolling return for 3 year
- Average return: 16.08% - Median return: 15.55% - Average standard deviation: 1.39Rolling return for 5 year
- Average return: 11.62% - Median return: 11.49% - Average standard deviation: 0.73Rolling return for 7 year
- Average return: 11.7% - Median return: 11.73% - Average standard deviation: 0.54Rolling return for 10 year
- Average return: 13.42% - Median return: 13.8% - Average standard deviation: 0.36Rolling return for 12 year
- Average return: 13.89% - Median return: 13.88% - Average standard deviation: 0.32SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,80,420 | 80,420 | 6.71 |
| 3 year | 36,00,000 | 45,06,897 | 9,06,897 | 7.78 |
| 5 year | 60,00,000 | 83,59,870 | 23,59,870 | 6.86 |
| 7 year | 84,00,000 | 1,27,85,782 | 43,85,782 | 6.19 |
| 10 year | 1,20,00,000 | 2,32,27,103 | 1,12,27,103 | 6.83 |
| 12 year | 1,44,00,000 | 3,18,72,117 | 1,74,72,117 | 6.85 |