Home>Mutual Funds>Tata Mutual Fund>Tata Hybrid Equity Fund Direct Plan Growth

Tata Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
18.11%
3Y annualised
-0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹334.39
Min. SIP amount₹500
Rating2star
Fund size₹3,450.95 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns44.9%18.1%11.8%14.7%
Category average42.2%12.7%12.2%NA
Rank with in category252225NA
Understand termsinfo

Holdings (60)

NameSectorInstrumentAssets
FinancialEquity8.8%
EnergyEquity8.0%
State Bank of India
FinancialEquity6.2%
FinancialEquity5.8%
TechnologyEquity5.3%
TechnologyEquity4.4%
ChemicalsEquity4.2%
FinancialEquity3.3%
CommunicationEquity3.0%
FMCGEquity2.7%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

1Y and 3Y annualised returns higher than category average
Lower expense ratio: 1.04%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

5Y annualised returns lower than category average by 0.38%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.04%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Murthy Nagarajan
Apr 2017 - Present
View details
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Fund house & investment objective

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Fund house contact details

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