Invest in Tata Hybrid Equity Fund for Growth and Handsome ReturnsPosted by Dishika Baheti on July 28th, 2018 Among many asset management companies in the mutual fund market, one is Tata Mutual Fund which has launched a number of schemes for its different investors such as businessmen, servicemen, housewives, retired person, etc., under different categories such as equity, fixed income, hybrid, etc. In this article, you will get to read about Tata Hybrid Equity Scheme which was launched on October 08th, 1995 as Tata Balanced Fund. The investment objective of this scheme is to help investors earn long-term capital appreciation along with income over medium to long-term, thus helping them receive capital growth along with security in the form of stable returns. The Managers of Tata Hybrid Equity Fund Growth This fund is jointly managed by Mr. Pradeep Gokhale and Mr. Murthy Nagarajan since April 2016 and April 2017. Mr. Pradeep Gokhale has done B.Com, is a Chartered Accountant and CFA. He has over 25 years of experience and is serving as senior fund manager at Tata Asset Management Company. Before joining Tata AMC, he has worked with companies such as Credit Analysis and Research Ltd., Lubrizol India, Tata International, and Bombay Dyeing. Allocation of Assets The top five companies is whose equity stocks it has invested majorly are HDFC Bank, Tata Consultancy Services, Reliance Industries, Maruti Suzuki India, and Larsen & Toubro with the investment percentage of the assets allocated in them being 8.17, 4.92, 4.33, 3.54, and 3.45, respectively. The top five companies in whose debt instruments it has invested majorly are 7.72% GOI 2025 (Central Government Loan), ONGC Petro Additions 2021 (Debenture), 6.84% GOI 2022 (GOI Securities), HDFC 301-D 22/01/2019 (Commercial Paper), and 7.35% GOI 2024 (Central Government Loan) with the assets allocated in them being 1.71%, 1.42%, 1.30%, 1.30%, and 1.24%, respectively. Its Performance Key Factors That Are Required to Check Before Investing in Tata Hybrid Equity Fund Investors who have moderately high risk appetite may invest in this scheme by Tata Mutual Fund. Don’t forget to consult a financial advisor before finalizing the decision. Like it? Share it!More by this author |