Tata Aggressive Hybrid Fund - Growth Return

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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Tata Aggressive Hybrid Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹3,930 Cr

Lock In Period

N/A

Expense Ratio

2.24

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

Benchmark

Crisil Hybrid 25+75 - Aggressive Index

Tata Aggressive Hybrid Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.52-0.45126.25
6M0.861.58126.25
1Y4.094.04126.25
3Y8.9311.30126.25

Portfolio Analysis

  • Equity: 74.11%
  • Debt: 25.89%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI BANK LTD4.75%
2. HDFC BANK LTD3.52%
3. AXIS BANK LTD1.88%
4. KOTAK MAHINDRA BANK LTD1.49%
5. IDFC FIRST BANK LTD1.37%

1. COFORGE LTD2.19%
2. INFOSYS LTD1.87%
3. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.48%

1. BHARTI AIRTEL LTD4.01%
2. TATA COMMUNICATIONS LTD1.34%

1. MAHINDRA & MAHINDRA LTD2.25%
2. MARUTI SUZUKI INDIA LTD1.81%

1. RELIANCE INDUSTRIES LTD2.66%
2. BHARAT PETROLEUM CORPORATION LTD0.98%

1. GLAXOSMITHKLINE PHARMACEUTICALS LTD2.13%
2. DR REDDYS LABORATORIES LTD1.02%

1. STATE BANK OF INDIA1.57%
2. BANK OF BARODA1.23%

1. JSW CEMENT LTD1.49%
2. ULTRATECH CEMENT LTD1.06%

1. LARSEN & TOUBRO LTD1.50%
2. PNC INFRATECH LTD0.83%

1. PREMIER ENERGIES LTD1.10%
2. ABB INDIA LTD1.09%

1. BRITANNIA INDUSTRIES LTD2.01%

1. VARUN BEVERAGES LTD1.91%

1. ADANI ENERGY SOLUTIONS LTD1.83%

1. VEDANTA ALUMINIUM METAL LTD1.73%

1. HEALTHCARE GLOBAL ENTERPRISES LTD1.71%

1. BHARAT HEAVY ELECTRICALS LTD1.55%

1. HINDUSTAN AERONAUTICS LTD1.48%

1. HINDUSTAN UEVER LTD1.44%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.39%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.34%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.29%

1. SHRIRAM FINANCE LTD1.20%

1. INTERGLOBE AVIATION LTD1.18%

1. ETERNAL LTD1.15%

1. TITAN COMPANY LTD1.12%

1. GUJARAT FLUOROCHEMICALS LTD1.11%

1. ADANI ENTERPRISES LTD1.06%

1. ARVIND FASHIONS LTD1.04%

1. PB FINTECH LTD1.02%
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About Fund Tata Aggressive Hybrid Fund - Growth

Tata Aggressive Hybrid Fund - Growth managed by Tata Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹3,930 Crore. The fund benchmarks its performance against the Crisil Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 2.24. 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
HDFC Childrens Fund - (Lock-in) Growth02,109 CR2.07
HDFC Childrens Fund - Growth410,574 CR1.8
Tata Aggressive Hybrid Fund - Growth13,930 CR2.24
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,073 CR
Fund Name1Y3Y
This FundHDFC Childrens Fund - (Lock-in) Growth1.088728.8497
This FundHDFC Childrens Fund - Growth1.088728.8497
This FundTata Aggressive Hybrid Fund - Growth4.087129.2693
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

Tata Aggressive Hybrid Fund - Growth 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 2.24. 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 : 1.52%
  • 6 Months : 0.86%
  • 1 Year : 4.09%
  • 3 Years : 8.93%
Returns of Tata Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 446.3099 as on Aug 14,2026. Since inception, the return has been 29.27%.

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 ₹3,930 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.