3 Year return
13.27%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4137.3 Cr.
Expense Ratio
0.98% (inclusive of GST)
Exit Load
On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
CP
Chandraprakash Padiyar
Fund Manager since Sep 2018
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Aggressive Hybrid Fund |
23.06% |
3.5 |
|
Bank of India Mid and Small Cap Equity and Debt Fund |
19.32% |
3 |
|
Quant Absolute Fund |
15.05% |
4 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Hybrid Equity Fund Direct Plan-Growth
Tata Hybrid Equity Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme from Tata Mutual Fund. This fund presents an attractive opportunity for investors by offering the benefits of diversification through a balanced mix of equity and debt investments. The fund is designed to cater to a wide range of investors with varying risk appetites and investment capabilities. A notable aspect of this fund is its liquidity, as it doesn't impose a lock-in period, providing investors the flexibility to withdraw their investments when necessary.
Investment Objectives of the Scheme
The Tata Hybrid Equity Fund Direct Plan-Growth seeks to provide steady returns by tactically investing in a mix of equity and fixed income instruments. This strategy balances the growth potential of equity investments with the stability of debt instruments.
Key Features of The Fund
| 5-year return | 15.44% |
| Expense Ratio | 0.98% |
| Fund Manager | Chandraprakash Padiyar |
| Fund Size | ₹4137.3 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you're aiming for long-term capital appreciation and prefer a diversified investment approach, the Tata Hybrid Equity Fund Direct Plan-Growth could be an ideal choice. The fund invests predominantly in equity and equity-related instruments (between 65% to 80%) and maintains a smaller allocation (between 20% to 35%) in fixed-income instruments. As always, it is essential to match your investments with your financial goals, risk tolerance, and investment timeline.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Leverage Expert Management for Your Investments with SIPs
FAQs
What is today's NAV of TATA Hybrid Equity Fund?
What is the AUM of TATA Hybrid Equity Fund?
What is the expense ratio of TATA Hybrid Equity Fund?
What are the returns of TATA Hybrid Equity Fund since inception?
What is the minimum SIP amount to invest in TATA Hybrid Equity Fund?
How do I invest in TATA Hybrid Equity Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Hybrid Equity Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Hybrid Equity Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Hybrid Equity Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
