Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹4,024 Cr
Lock In Period
N/A
Expense Ratio
1.92
Benchmark
Crisil Hybrid 25+75 - Aggressive Index
Exit Load
On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.
Summary
Latest details for Tata Aggressive Hybrid Fund - Growth include a ₹404.6496 NAV as of Mar 27,2026 and returns since inception of 33.15%. Minimum investments start at SIP ₹100. The Tata Aggressive Hybrid Fund - Growth AUM is ₹4,024 Cr, with a lock-in of N/A years, expense ratio of 1.92%, and benchmark Crisil Hybrid 25+75 - Aggressive Index. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded -7.20% returns, against a category average of -1.92% and a category best of 126.42%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.20 | -1.92 | 126.42 |
| 6M | -5.30 | 0.79 | 126.42 |
| 1Y | -0.66 | 4.64 | 126.42 |
| 3Y | 10.01 | 14.70 | 126.42 |
Portfolio Analysis
- Equity: 77.19%
- Debt: 22.81%
- Others
As on: 2026-02-28
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About Fund
Tata Aggressive Hybrid Fund - Growth managed by Tata Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹4,024 Crore. The fund benchmarks its performance against the Crisil Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 1.92. Under the expert guidance of Murthy Nagarajan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Hybrid Equity Fund - Growth | 3 | 23810.7 CR | 1.69 |
| This FundLIC MF Childrens Fund Growth | 0 | 14.91 CR | 2.45 |
| This FundTata Aggressive Hybrid Fund - Growth | 1 | 4024.32 CR | 1.92 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4063.06 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Hybrid Equity Fund - Growth | -2.0702 | 31.3283 |
| This FundLIC MF Childrens Fund Growth | -4.0079 | 32.6498 |
| This FundTata Aggressive Hybrid Fund - Growth | -0.6614 | 33.1466 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
Tata Aggressive Hybrid Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Aggressive Hybrid Fund - Growth is 1.92. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Aggressive Hybrid Fund - Growth’s fund performance is as follows:
- 1 Month : -7.20%
- 6 Months : -5.30%
- 1 Year : -0.66%
- 3 Years : 10.01%
You can invest in Tata Aggressive Hybrid Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Aggressive Hybrid Fund - Growth is ₹4,024 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Aggressive Hybrid Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500