Tata Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 5162.90
Expense Ratio
0.5%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 54824
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
211.0539
(0.49 %)
NAV as on 2018-11-16
Returns
Fund
Tata Hybrid Equity Fund - Direct Plan
1 Year
-0.26%
3 Year
7.84%
5 Year
15.66%
AMC Details
amc launch date
Launch Date
30 Jun 1995
amc sponsor
Sponsor
NA
amc email
Email
service@tataamc.com
amc phone
Phone
022 - 66578282
amc address
Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
Suitability
This product is suitable for investors who are seeking
• Long Term Capital Appreciation.
• Investment predominantly in equity & equity related instruments andsome portion (between 25% to 35%) in fixed income instruments.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,995
Portfolio Value
-5
Total Returns