NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Tata Hybrid Equity Fund Growth for NRI [590.95]

Min Investment

5,000

Fund Size

4,150.45 Cr

Expense Ratio

1.9%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

590.95

0.28%

NAV as on 18 Dec 24, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 18 Dec 24, 12:00 AM

very high risk

aggressive allocation

equity

14.81%p.a.

Last 1Y

12.95%p.a.

Last 3Y

14.10%p.a.

Last 5Y

15.01%p.a.

Since Inception

About Tata Hybrid Equity Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Tata Hybrid Equity Fund Growth scheme from Tata Asset Management Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Oct 1995, Tata Hybrid Equity Fund Growth is Aggressive Allocation fund of its category with 4,150.45 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Tata Hybrid Equity Fund Growth delivered 14.8% annual returns during the last year. It has delivered 15.0% average annual returns since the fund was launched.
  • Tata Hybrid Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

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.

Top 10 Holdings

HDFC Bank Ltd

7.14%

Reliance Industries Ltd

5.48%

Bharti Airtel Ltd

5.11%

Larsen & Toubro Ltd

3.87%

Infosys Ltd

3.58%

State Bank of India

3.44%

ICICI Bank Ltd

3.13%

Tata Consultancy Services Ltd

3.09%

Varun Beverages Ltd

2.54%

PI Industries Ltd

2.19%

Fund Managers

  1. Murthy Nagarajan (Apr 2017 - Present)
  2. Satish Mishra (Nov 2019 - Present)

Key Information

View Scheme Document

Tata Hybrid Equity Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Tata Hybrid Equity Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Tata Hybrid Equity Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Hybrid Equity Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions