Tata Hybrid Equity Fund Direct Growth

Tata Hybrid Equity Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Satish Mishra, Murthy Nagarajan. This fund gives you the benefit of diversification.

1. Tata Hybrid Equity Fund Direct Growth has ₹4074 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.
   

Tata Hybrid Equity Fund Direct Growth has given a CAGR return of 13.71% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.52%, 16.68% and 18.75% respectively.

Tata Hybrid Equity Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Industrial, Consumer Cyclical, Energy, Consumer Defensive, Communication, Tech, Basic Materials, Health, Utilities, Real Estate.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Hybrid Equity Fund Direct Growth has no lock in period.