NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹591.62
0.50%
NAV as on 02 Dec 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 02 Dec 24, 12:00 AM
very high risk
aggressive allocation
equity
21.64%p.a.
Last 1Y
12.94%p.a.
Last 3Y
14.56%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 4,137.3 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 21.6% 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
6.92%
Reliance Industries Ltd
5.67%
Bharti Airtel Ltd
5.08%
Larsen & Toubro Ltd
3.78%
Infosys Ltd
3.40%
State Bank of India
3.37%
ICICI Bank Ltd
3.12%
Tata Consultancy Services Ltd
2.88%
Varun Beverages Ltd
2.45%
PI Industries Ltd
2.42%
Fund Managers
- Murthy Nagarajan (Apr 2017 - Present)
- Satish Mishra (Nov 2019 - Present)
Key Information
View Scheme Document
Tata Hybrid Equity Fund Growth SIP Calculator
If invested
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For a period of
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This Fund
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
Funds
3Y Return
SBI Equity Hybrid Fund Growth
very high risk | hybrid (nc)
11.4%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
19.5%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
13.7%
Frequently Asked Questions
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