Tata Hybrid Equity Fund – Direct Growth
₹ 100
Min SIP
₹ 5,000
Min Lumpsum
0.99 %
Expense Ratio
Rating
4,241
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 27.1% | 14.6% | 17.8% | 14.6% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.44
Alpha
2.66
SD
0.73
Beta
0.82
Sharpe
Exit Load
| 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 |
|---|
Fund Objective
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Managers
Chandraprakash Padiyar
At Tata Mutual Fund, Mr Padiyar is the Senior Fund Manager for Equities (Tata AMC). He has managed funds and conducted research for more than 18 years. He previously held positions with UTI Mutual Fund and Alchemy Capital Management Pvt. Limited before joining Tata AMC.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 39,090
-
36.3%Fund Size - 39,090
-
23.6%Fund Size - 39,090
-
24.7%Fund Size - 39,090
-
- Hybrid .
- Aggressive Hybrid .
-
- 6,063
-
34.8%Fund Size - 6,063
-
18.9%Fund Size - 6,063
-
21.3%Fund Size - 6,063
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,824
-
30.2%Fund Size - 3,824
-
17.5%Fund Size - 3,824
-
16.4%Fund Size - 3,824
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,985
-
30.6%Fund Size - 1,985
-
16%Fund Size - 1,985
-
19.2%Fund Size - 1,985
-
- Hybrid .
- Aggressive Hybrid .
-
- 5,893
-
32.3%Fund Size - 5,893
-
15.3%Fund Size - 5,893
-
18.1%Fund Size - 5,893
AMC Contact Details
Tata Mutual Fund
AUM:
1,53,784 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
022 62827777
Email ID:
service@tataamc.com
More Funds from Tata Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 1,056
-
55.1%Fund Size - 1,056
-
21.1%Fund Size - 1,056
-
30.3%Fund Size - 1,056
-
- Equity .
- Sectoral / Thematic .
-
- 839
-
39.2%Fund Size - 839
-
18.1%Fund Size - 839
-
29.9%Fund Size - 839
-
- Equity .
- Small Cap .
-
- 8,448
-
47.5%Fund Size - 8,448
-
30.5%Fund Size - 8,448
-
36.8%Fund Size - 8,448
-
- Equity .
- Sectoral / Thematic .
-
- 11,377
-
43.3%Fund Size - 11,377
-
14.2%Fund Size - 11,377
-
29.3%Fund Size - 11,377
-
- Debt .
- Fixed Maturity Plans .
-
- 53
-
11.2%Fund Size - 53
-
14.5%Fund Size - 53
-
14%Fund Size - 53
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
36.1%Fund Size - 31,800
-
23%Fund Size - 31,800
-
23.9%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
39.3%Fund Size - 62,717
-
20.2%Fund Size - 62,717
-
22.6%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
34.7%Fund Size - 14,528
-
15.4%Fund Size - 14,528
-
22.5%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
42.3%Fund Size - 2,284
-
19.1%Fund Size - 2,284
-
22.3%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 9,292
-
34.7%Fund Size - 9,292
-
16.1%Fund Size - 9,292
-
22%Fund Size - 9,292
Frequently Asked Questions
How to invest in Tata Hybrid Equity Fund – Direct Growth ?
You can invest in Tata Hybrid Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Hybrid Equity Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Hybrid Equity Fund – Direct Growth ?
The NAV of Tata Hybrid Equity Fund – Direct Growth is ₹492.5 as of 09 September 2024.
How to redeem Tata Hybrid Equity Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Hybrid Equity Fund – Direct Growth?
The minimum SIP amount of Tata Hybrid Equity Fund – Direct Growth is ₹100
What are the top sectors Tata Hybrid Equity Fund – Direct Growth has invested in?
The top sectors Tata Hybrid Equity Fund – Direct Growth has invested in are
- Debt - 23.2%
- Banks - 16.09%
- IT-Software - 6.66%
- Petroleum Products - 6.25%
- Telecom-Services - 5.72%
Can I make investments in both the SIP and Lump Sum schemes of Tata Hybrid Equity Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Tata Hybrid Equity Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Tata Hybrid Equity Fund – Direct Growth generated ?
The Tata Hybrid Equity Fund – Direct Growth has delivered 14.6% since inception
What is the expense ratio of Tata Hybrid Equity Fund – Direct Growth ?
The expense ratio of Tata Hybrid Equity Fund – Direct Growth is 0.99 % as of 09 September 2024.
What is the AUM of Tata Hybrid Equity Fund – Direct Growth?
The AUM of Tata Hybrid Equity Fund – Direct Growth is ₹1,53,784 Cr as of 09 September 2024
What are the top stock holdings of Tata Hybrid Equity Fund – Direct Growth?
The top stock holdings of Tata Hybrid Equity Fund – Direct Growth are
- HDFC Bank - 6.33%
- Reliance Industr - 6.23%
- Bharti Airtel - 5.03%
- TCS - 4.05%
- St Bk of India - 4.01%
How can I redeem my investments in Tata Hybrid Equity Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Hybrid Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Hybrid Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.