Tata Hybrid Equity Fund Direct Plan Growth-0.61%

3Groww
11.37%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Hybrid Equity Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.92%
NAV235.63 (27 Jan 2020)
Fund Started01 Jan 2013
Fund Size4,155 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Hybrid Equity Fund Direct Plan Growth
11.4%
7.7%
6.8%
12.9%
Category Average
8.8%
10.2%
8.0%
-
Rank within category
25
23
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.3%
    ICICI Bank Ltd.FinancialEquity7.7%
    State Bank of IndiaFinancialEquity6.1%
    Reliance Industries Ltd.EnergyEquity6.0%
    Tata Consultancy Services Ltd.TechnologyEquity4.7%
    GOISovereignGOI Sec3.9%
    ITC Ltd.FMCGEquity3.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Infosys Ltd.TechnologyEquity3.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
    See All

    Fund Managers

    addMurthy Nagarajan
    Education
    Mr. Nagarajan is a M.Com, ICWA and PGPMS.
    Experience
    Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
    Funds Managed

    Other Details

    Tata Hybrid Equity Fund Direct Plan Growth 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 Growth.The fund currently has an Asset Under Management(AUM) of ₹4,155 Cr and the Latest NAV as of 27 Jan 2020 is ₹235.63.

    The Tata Hybrid Equity Fund Direct Plan Growth 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

    To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

    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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