Tata Hybrid Equity Fund Direct Plan Monthly Rnvstmnt of Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Satish Mishra, Murthy Nagarajan, Chandraprakash Padiyar. This fund gives you the benefit of diversification.
Expense ratio | 0.96% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹3688 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 38.98% |
Size breakup
Tata Hybrid Equity Fund Direct Plan Monthly Rnvstmnt of Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 0.85% | 0.85% |
6 Month Returns | 10.56% | 10.56% |
1 Year Returns | 19.28% | 19.28% |
3 Years Returns | 40.01% | 11.87% |
5 Years Returns | 64.15% | 10.42% |
AAA | 96.67 |
AA | 3.33 |