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..
To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.
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)
Min for First Investment
Min for Second Investment
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.