3 Year return

16.51%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

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Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3917.01 Cr.

Expense Ratio

1% (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

Ratings

ARQ Rating
4.5

Ratings by other agencies

3
3
4

Tax Implications

Withdrawal within 1 year:

15% tax on gains

Withdrawal after 1 year:

10% tax on gains above ₹1 lakh per financial year

Fund Holdings

Holdings

Tata Mutual Fund Managers

CP

Chandraprakash Padiyar

Fund Manager since Sep 2018

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹153,784.55 Cr.
No. of Schemes 162
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.68%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.68%
6.52%

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 16.33%
Expense Ratio 1%
Fund Manager Chandraprakash Padiyar
Fund Size ₹3917.01 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
Email 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

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

What is today's NAV of TATA Hybrid Equity Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Hybrid Equity Fund Jul 22 2024 is 479.8344

What is the AUM of TATA Hybrid Equity Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Hybrid Equity Fund is 3917.01 crore.

What is the expense ratio of TATA Hybrid Equity Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Hybrid Equity Fund is 1%

What are the returns of TATA Hybrid Equity Fund since inception?

The TATA Hybrid Equity Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 14.53 since inception.

What is the minimum SIP amount to invest in TATA Hybrid Equity Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Hybrid Equity Fund is 100.

How do I invest in TATA Hybrid Equity Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Hybrid Equity Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Hybrid Equity Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Hybrid Equity Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.