Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹4,033 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 ₹422.5779 NAV as of Mar 09,2026 and returns since inception of 34.16%. Minimum investments start at SIP ₹100. The Tata Aggressive Hybrid Fund - Growth AUM is ₹4,033 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 -3.47% returns, against a category average of -0.60% and a category best of 126.25%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.47 | -0.60 | 126.25 |
| 6M | -0.70 | 2.09 | 126.25 |
| 1Y | 7.72 | 6.44 | 126.25 |
| 3Y | 10.29 | 16.33 | 126.25 |
Portfolio Analysis
- Equity: 76.18%
- Debt: 23.82%
- Others
As on: 2026-01-31
View allocation % by
About Fund
Tata Aggressive Hybrid Fund - Growth managed by Tata Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹4,033 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 FundAxis Children's Fund No Lock-in - Growth | 0 | 898.21 CR | 2.3 |
| This FundAxis Children's Fund Compulsory Lock-in - Growth | 0 | 898.21 CR | 2.28 |
| This FundTata Aggressive Hybrid Fund - Growth | 1 | 4032.86 CR | 1.92 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Children's Fund No Lock-in - Growth | 7.4823 | 33.9078 |
| This FundAxis Children's Fund Compulsory Lock-in - Growth | 7.4826 | 33.9084 |
| This FundTata Aggressive Hybrid Fund - Growth | 7.7188 | 34.1616 |
| 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 : -3.47%
- 6 Months : -0.70%
- 1 Year : 7.72%
- 3 Years : 10.29%
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 ₹4,033 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