
Tata Hybrid Equity Fund Direct Plan-Growth
Tata Hybrid Equity Fund Direct Plan-Growth
Tata Hybrid Equity Fund Direct Plan-Growth
Tata Hybrid Equity Fund Direct Plan-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now!
INR
5000
1
Hybrid Aggressive Hybrid
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
-3.16%
3 Yrs CAGR returns
1.94%
5 Yrs CAGR returns
5.08%
NAV as on 25 Sep
₹ 217.99 by 3.43 ( 1.60%)
Expense ratio
0.95
Exit load
1%
Fund Size (Cr)
₹ 4697.13
If ₹5000 invested for 1
Estimated returns*
₹ 0
with % annual returns
* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More
The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.
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.
Tax Implications
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.

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HybridTop 10 Sectors | % |
---|---|
Financial | 35.72 |
Energy | 16.43 |
Technology | 8.69 |
FMCG | 7.8 |
Sovereign | 5.28 |
Others | 4.59 |
Automobile | 4.57 |
Chemicals | 3.83 |
Construction | 3.45 |
Communication | 2.87 |
Top 10 Sectors | % |
---|---|
Crude Oil & Natural Gas | 10.08 |
Banking | 8.45 |
Banking | 7.07 |
Banking | 4.75 |
Computer Software | 4.1 |
Computer Software | 3.42 |
Others | 3.35 |
Housing Finance | 2.87 |
Tobacco Prod. | 2.75 |
Beer | 2.74 |
Fund House | Tata Mutual Fund |
Fund Manager | Satish Chandra Mishra |
Fund Setup Date | 01 Jan 2013 |
Address | 9th Floor, Mafatlal Centre, Nariman Point, undefined |
Contact | 1800 209 0101 |
Email ID | service@tataamc.com |