Tata Hybrid Equity Fund Direct Plan Dividend is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Murthy Nagarajan, Pradeep Gokhale is the Current Fund Manager of Tata Hybrid Equity Fund Direct Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹4,272 Cr and the Latest NAV as of 12 Dec 2019 is ₹77.84.
The Tata Hybrid Equity Fund Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days..
Investment Objective
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load