| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.98% |
| NAV | ₹198.99 (03 Jul 2020) |
|---|---|
| Fund Started | 08 Oct 1995 |
| Fund Size | ₹3,089 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.4% |
| HDFC Bank Ltd. | Financial | Equity | 9.3% |
| ICICI Bank Ltd. | Financial | Equity | 6.4% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.9% |
| State Bank of India | Financial | Equity | 3.9% |
| ITC Ltd. | FMCG | Equity | 3.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.1% |
| Infosys Ltd. | Technology | Equity | 2.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.8% |
| Gujarat State Petronet Ltd. | Energy | Equity | 2.6% |
Tata Hybrid Equity Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 08 Oct 1995. Murthy Nagarajan, Pradeep Gokhale is the Current Fund Manager of Tata Hybrid Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,089 Cr and the Latest NAV as of 03 Jul 2020 is ₹198.99.
The Tata Hybrid Equity Fund Regular 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.
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.