Tata Hybrid Equity Fund Direct Plan IDCW

Tata Hybrid Equity Fund Direct Plan IDCW is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan, Pradeep Gokhale is the Current Fund Manager of Tata Hybrid Equity Fund Direct Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,25,001 Cr and the Latest NAV as of 04 Dec 2023 is ₹99.92. The Tata Hybrid Equity Fund Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. ;

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. ;