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Tata Hybrid Equity Fund Direct Plan Growth+1.08%

13.54%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Hybrid Equity Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.95%
NAV₹269.25 (19 Jan 2021)
Fund Started01 Jan 2013
Fund Size3,375 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.5%
6.7%
10.8%
13.1%
Category Average
15.3%
6.6%
11.9%
-
Rank Within Category
29
21
19
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.5% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.7%
ICICI Bank Ltd.FinancialEquity8.4%
Reliance Industries Ltd.EnergyEquity7.3%
State Bank of IndiaFinancialEquity5.4%
Tata Consultancy Services Ltd.TechnologyEquity4.7%
Infosys Ltd.TechnologyEquity3.7%
Varun Beverages Ltd.FMCGEquity3.2%
Bharti Airtel Ltd.CommunicationEquity3.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
ITC Ltd.FMCGEquity2.7%
See All

Fund Managers

Murthy Nagarajan
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Tata Hybrid Equity Fund Direct Plan Growth Details

Tata Hybrid Equity Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Murthy Nagarajan, Pradeep Gokhale is the Current Fund Manager of Tata Hybrid Equity Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,375 Cr and the Latest NAV as of 19 Jan 2021 is ₹269.25.

The Tata Hybrid Equity Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 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 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.

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

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About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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