Calculate SIP returns for Tata MF Hybrid mutual funds. Expected returns: 9 - 14% p.a. Min SIP: ₹500/month.
| Year | Invested | Returns | Total Value |
|---|
Tata Mutual Fund offers hybrid mutual funds with expected returns of 9 - 14% per annum. Popular schemes include Tata Balanced Advantage Fund, Tata Hybrid Equity Fund. Risk level: Moderate.
Investment period: 7 years
| Monthly SIP | Future Value | Total Invested | Wealth Gained |
|---|---|---|---|
| ₹500/mo | ₹63,424 | ₹42,000 | ₹21,424 |
| ₹1,000/mo | ₹1,26,847 | ₹84,000 | ₹42,847 |
| ₹2,000/mo | ₹2,53,694 | ₹1,68,000 | ₹85,694 |
| ₹3,000/mo | ₹3,80,541 | ₹2,52,000 | ₹1,28,541 |
| ₹5,000/mo | ₹6,34,236 | ₹4,20,000 | ₹2,14,236 |
| ₹7,500/mo | ₹9,51,354 | ₹6,30,000 | ₹3,21,354 |
| ₹10,000/mo | ₹12,68,471 | ₹8,40,000 | ₹4,28,471 |
| ₹15,000/mo | ₹19,02,707 | ₹12,60,000 | ₹6,42,707 |
| ₹20,000/mo | ₹25,36,943 | ₹16,80,000 | ₹8,56,943 |
| ₹25,000/mo | ₹31,71,179 | ₹21,00,000 | ₹10,71,179 |
| ₹50,000/mo | ₹63,42,357 | ₹42,00,000 | ₹21,42,357 |
Tata MF Hybrid funds have historically delivered returns in the range of 9 - 14% per annum. Actual returns depend on market conditions, fund manager expertise, and the specific scheme. Popular funds include Tata Balanced Advantage Fund, Tata Hybrid Equity Fund.
A monthly SIP of ₹7,500 in Tata MF Hybrid funds at 11% for 7 years can grow to approximately ₹9,51,354, with a total investment of ₹6,30,000 and wealth gained of ₹3,21,354.
The minimum SIP amount for Tata MF Hybrid funds starts from ₹500 per month. You can start investing with this small amount and increase it over time.
Exit load for Tata MF Hybrid funds: 1% if redeemed within 1 year. The expense ratio ranges from 0.70 - 1.42%. Always check the latest scheme document for current charges.
You can start a SIP in Tata MF Hybrid funds through the AMC website, mobile app, or any registered mutual fund distributor. You'll need your PAN, Aadhaar, bank account, and KYC verification. Use the calculator above to plan your SIP amount.