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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹3,608 Cr

Lock In Period

N/A

Expense Ratio

1.93

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 ₹432.6991 NAV as of Apr 21,2026 and returns since inception of 35.23%. Minimum investments start at SIP ₹100. The Tata Aggressive Hybrid Fund - Growth AUM is ₹3,608 Cr, with a lock-in of N/A years, expense ratio of 1.93%, 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 4.62% returns, against a category average of 1.20% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.621.20126.25
6M-3.841.45126.25
1Y2.645.58126.25
3Y10.5814.20126.25

Portfolio Analysis

  • Equity: 75.05%
  • Debt: 24.95%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI BANK LTD5.12%
2. KOTAK MAHINDRA BANK LTD2.45%
3. HDFC BANK LTD2.43%
4. RBL BANK LTD2.01%
5. AXIS BANK LTD1.93%
6. IDFC FIRST BANK LTD1.01%

1. BHARTI AIRTEL LTD5.19%
2. TATA COMMUNICATIONS LTD1.12%

1. RELIANCE INDUSTRIES LTD5.40%

1. INFOSYS LTD2.87%
2. TATA CONSULTANCY SERVICES LTD2.53%

1. STATE BANK OF INDIA3.26%
2. BANK OF BARODA2.06%

1. LARSEN & TOUBRO LTD3.88%
2. PNC INFRATECH LTD0.59%

1. ULTRATECH CEMENT LTD2.56%
2. JSW CEMENT LTD1.22%

1. MAHINDRA & MAHINDRA LTD2.13%
2. MARUTI SUZUKI INDIA LTD1.02%

1. HINDUSTAN UNILEVER LTD1.54%
2. DABUR INDIA LTD0.80%

1. TORRENT PHARMACEUTICALS LTD2.06%

1. ITC LTD1.99%

1. VEDANTA LTD1.81%

1. VARUN BEVERAGES LTD1.80%

1. PATANJALI FOODS LTD1.69%

1. PI INDUSTRIES LTD1.68%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.36%

1. TEGA INDUSTRIES LTD1.15%

1. ADANI ENERGY SOLUTIONS LTD1.13%

1. BAJAJ FINSERV LTD1.13%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.09%

1. ARVIND FASHIONS LTD1.02%

About Fund

Tata Aggressive Hybrid Fund - Growth managed by Tata Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹3,608 Crore. The fund benchmarks its performance against the Crisil Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 1.93. 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.

Fund Managers

Murthy Nagarajan

Mr. Murthy holds M.Com and PGPMS degree. He has 20 years of Experience. Prior to joining Tata AMC, had worked with Mirae Asset Global Investment India Ltd in the Investment Department as the Head of Fixed Income (Dec 2007 - Jan2010) and Tata Asset Management Ltd in the Fixed Income Investment Department as Head of Fixed Income(Aug1999 – Nov2007).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Children's Fund No Lock-in - Growth0828.93 CR2.34
This FundAxis Children's Fund Compulsory Lock-in - Growth0828.93 CR2.28
This FundTata Aggressive Hybrid Fund - Growth13608.23 CR1.93
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundAxis Children's Fund No Lock-in - Growth3.427934.9343
This FundAxis Children's Fund Compulsory Lock-in - Growth3.427934.9348
This FundTata Aggressive Hybrid Fund - Growth2.644935.2343
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 1.93. 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 : 4.62%
  • 6 Months : -3.84%
  • 1 Year : 2.64%
  • 3 Years : 10.58%
Returns of Tata Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 432.6991 as on Apr 21,2026. Since inception, the return has been 35.23%.

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 ₹3,608 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