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BSE - Delayed Quote INR

Tata Hybrid Equity Fund (0P00005WGO.BO)

422.87
-0.36
(-0.08%)
At close: April 30 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -1.08%
5y Average Return 18.13%
Number of Years Up 23
Number of Years Down 6
Best 1Y Total Return (Apr 29, 2025) 49.61%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 49.61%
Worst 3Y Total Return 4.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005WGO.BO
Category
YTD
-3.30%
0.00%
1-Month
5.95%
0.00%
3-Month
-3.30%
0.00%
1-Year
5.56%
0.00%
3-Year
11.35%
0.00%
5-Year
19.21%
0.00%
10-Year
9.22%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005WGO.BO
Category
2025
--
--
2024
13.42%
--
2023
16.16%
--
2022
7.94%
--
2021
23.63%
--
2020
10.94%
--
2019
6.85%
--
2018
-2.51%
--

2017
19.41%
--
2016
4.04%
--
2015
6.97%
--
2014
49.61%
--
2013
7.54%
--
2012
30.55%
--
2011
-12.02%
--
2010
14.87%
--
2009
75.04%
--
2008
-44.40%
--
2007
55.35%
--
2006
34.95%
--
2005
31.27%
--
2004
18.96%
--
2003
81.97%
--
2002
13.37%
--
2001
-13.02%
--
2000
-17.72%
--
1999
105.80%
--
1998
6.88%
--
1997
5.48%
--
1996
-6.90%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.30% -- -- --
2024 3.90% 8.23% 6.39% -5.20%
2023 -3.09% 8.21% 2.73% 7.82%
2022 -0.41% -4.44% 8.23% 4.80%
2021 6.77% 6.73% 9.55% -0.97%
2020 -21.66% 13.45% 6.13% 17.62%
2019 2.99% 2.83% -1.96% 2.91%
2018 -4.30% 0.59% -0.21% 1.49%
2017 8.79% 2.69% 1.16% 5.66%
2016 -3.38% 6.58% 6.83% -5.43%

2015 8.06% -1.85% 0.76% 0.10%
2014 5.56% 20.36% 7.83% 9.22%
2013 -4.58% 2.25% 0.44% 9.74%
2012 12.73% 1.61% 9.14% 4.43%
2011 -3.73% 2.27% -6.04% -4.89%
2010 1.94% 1.53% 10.76% 0.21%
2009 0.38% 37.78% 17.16% 8.01%
2008 -22.80% -11.98% -4.00% -14.77%
2007 -1.55% 15.06% 11.91% 22.54%
2006 22.55% -10.21% 10.21% 11.28%
2005 4.88% 4.66% 13.12% 5.73%
2004 -4.74% -8.35% 16.73% 16.73%
2003 -4.22% 19.34% 22.25% 30.21%
2002 10.47% 0.39% -6.69% 9.55%
2001 -11.16% 1.44% -12.91% 10.82%
2000 6.03% -11.09% -8.47% -4.65%
1999 30.78% -2.89% 25.18% 29.45%
1998 6.62% -5.25% 3.11% 2.61%
1997 3.11% 12.92% -5.07% -4.57%
1996 0.30% 7.48% -11.32% -2.62%

Rank in Category (By Total Return)

YTD 40
1-Month 47
3-Month 40
1-Year 78
3-Year 64
5-Year 69

Load Adjusted Returns

1-Year 4.56%
3-Year 11.35%
5-Year 19.21%
10-Year 9.22%

Performance & Risk

YTD Return -1.08%
5y Average Return 18.13%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Tata Asset Management Limited
Net Assets 1.8B
YTD Return -3.30%
Yield 0.00%
Morningstar Rating
Inception Date Jul 26, 2010

Fund Summary

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