1 / 10

Tata Hybrid Equity Fund - Risk Adjusted Gains From Equity and Debt

It gives an investor a clear overview on Tata Hybrid Equity Fund that an investor wants to know, like - its overview, why to invest, investment structure, top holdings, performance history, fund managers and who should invest in Tata Hybrid Equity Fund.

mysiponline
Download Presentation

Tata Hybrid Equity Fund - Risk Adjusted Gains From Equity and Debt

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Tata Hybrid Equity Fund Risk Adjusted Gains From Equity and Debt

  2. Tata Hybrid Equity Fund: Snapshot

  3. Why to Invest? • Tata Hybrid Equity Fund is one of the oldest schemes in the category of aggressive hybrid mutual fund. • The fund has maintained consistency in returns and has beaten the benchmark and peers many times in the past. • The fund is provided by Tata Mutual Fund which is one of the oldest and a reputed fund house in India. • Tata Hybrid Equity Fund was previously known as Tata Balanced Fund. • The fund is managed by highly experienced fund managers at Tata Mutual Fund.

  4. Objective of Aggressive Hybrid Funds Control volatility in equity market by using the fixed income securities. To maintain equity oriented portfolio with 3:1 ratio between equity and debt. To provide consistent long term gains in different market conditions. Promising long term growth at moderate level of risk.

  5. Investment Structure • Tata Hybrid Equity Fund maintains the ratio of 75:25 for equity and debt allocation. • The investment style for equity instruments is growth oriented. • The debt tools are of moderate credit ratings and have medium rate sensitivity. • A total of 31 equity stocks are present in the portfolio of Tata Hybrid Equity Fund. • Large and mid-cap stocks are selected for the equity allocation.

  6. Top Holdings

  7. Performance History • The performance of Tata Hybrid Equity Fund has been consistent in the long term. • Category average has been constantly beaten by the fund. • The downsides have been handled well by the fund managers.

  8. Fund Managers Mr Murthy Nagarajan M.Com, ICWA, PGPMS Mr Chandraprakash Padiyar CFA, MBA(Finance) • Tata Hybrid Equity Fund is managed by two highly experienced fund managers at Tata Mutual Fund. • Mr Padiyar was previously associated with UTI Mutual Fund while Mr Nagrajan was the head of fixed income securities at Mirae Asset Mutual Fund and Quantum Mutual Fund.

  9. Who Should Invest? • Tata Hybrid Equity Fund is ideal for the investors who seek consistent risk adjusted returns from a mixed portfolio of equity and debt instruments. • The fund is ideal for the first time investors. • It is also ideal for the investors who seek long term capital gains but cannot invest in a pure equity scheme. • The fund is ideal for retirement planning and child future planning and many other financial objectives.

  10. Gain risk adjusted returns from a mix of equity and debt Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 2-7-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

More Related