|Min SIP Amount||Not Supported|
|NAV||₹59.14 (01 Dec 2020)|
|Fund Started||23 Jul 2010|
|Fund Size||₹3,170 Cr|
|Reliance Industries Ltd.||Energy||Equity||9.4%|
|HDFC Bank Ltd.||Financial||Equity||9.0%|
|ICICI Bank Ltd.||Financial||Equity||7.3%|
|Tata Consultancy Services Ltd.||Technology||Equity||5.0%|
|State Bank of India||Financial||Equity||4.4%|
|Bharti Airtel Ltd.||Communication||Equity||3.0%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||2.9%|
|Varun Beverages Ltd.||FMCG||Equity||2.5%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||2.5%|
Tata Hybrid Equity Fund Regular Dividend Monthly is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 23 Jul 2010. Murthy Nagarajan, Pradeep Gokhale is the Current Fund Manager of Tata Hybrid Equity Fund Regular Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹3,170 Cr and the Latest NAV as of 01 Dec 2020 is ₹59.14.
The Tata Hybrid Equity Fund Regular Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is set to 500. 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.