|Min SIP Amount||₹500|
|NAV||₹269.25 (19 Jan 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹3,375 Cr|
|HDFC Bank Ltd.||Financial||Equity||8.7%|
|ICICI Bank Ltd.||Financial||Equity||8.4%|
|Reliance Industries Ltd.||Energy||Equity||7.3%|
|State Bank of India||Financial||Equity||5.4%|
|Tata Consultancy Services Ltd.||Technology||Equity||4.7%|
|Varun Beverages Ltd.||FMCG||Equity||3.2%|
|Bharti Airtel Ltd.||Communication||Equity||3.1%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.1%|
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.
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.
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.