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Tata Hybrid Equity Fund Regular IDCW Monthly

Hybrid
Aggressive Hybrid
Very High Risk
Payout
9.45%
3Y annualised
+0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jul 2022₹67.16
Min. SIP amountNA
Rating2
Fund size₹3,095.31Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.2%9.4%7.7%14.7%
Category average42.2%12.7%12.2%NA
Rank with in category82221NA
Understand terms

Holdings (62)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.0%
Reliance Industries Ltd.EnergyEquity7.7%
State Bank of IndiaFinancialEquity7.4%
HDFC Bank Ltd.FinancialEquity5.5%
Tata Consultancy Services Ltd.TechnologyEquity5.1%
Infosys Ltd.TechnologyEquity4.2%
BASF India Ltd.ChemicalsEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.5%
ITC Ltd.Consumer StaplesEquity3.2%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.95%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Murthy Nagarajan
Apr 2017 - Present
View details

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..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Website
NA
Amc Image
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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FAQs

How to Invest in Tata Hybrid Equity Fund Regular IDCW Monthly?

You can easily invest in Tata Hybrid Equity Fund Regular IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Tata Hybrid Equity Fund Regular IDCW Monthly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Tata Hybrid Equity Fund Regular IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Hybrid Equity Fund Regular IDCW Monthly provide?

The Tata Hybrid Equity Fund Regular IDCW Monthly has been there from 23 Jul 2010 and the average annual returns provided by this fund is 3.23% since its inception.

How much expense ratio is charged by Tata Hybrid Equity Fund Regular IDCW Monthly?

The term Expense Ratio used for Tata Hybrid Equity Fund Regular IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Tata Hybrid Equity Fund Regular IDCW Monthly is 1.95% as of 05 Jul 2022...

What is the AUM of Tata Hybrid Equity Fund Regular IDCW Monthly?

The AUM, short for Assets Under Management of Tata Hybrid Equity Fund Regular IDCW Monthly is ₹3,095.31Cr as of 05 Jul 2022.

How to Redeem Tata Hybrid Equity Fund Regular IDCW Monthly?

If you want to sell your Tata Hybrid Equity Fund Regular IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Hybrid Equity Fund Regular IDCW Monthly?

You can select either SIP or Lumpsum investment of Tata Hybrid Equity Fund Regular IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Tata Hybrid Equity Fund Regular IDCW Monthly?

The NAV of Tata Hybrid Equity Fund Regular IDCW Monthly is ₹67.16 as of 04 Jul 2022.

What is the PE and PB ratio of Tata Hybrid Equity Fund Regular IDCW Monthly?

The PE ratio ratio of Tata Hybrid Equity Fund Regular IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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