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Tata Aggressive Hybrid Fund - Growth Return

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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)

₹3,865 Cr

Lock In Period

N/A

Expense Ratio

1.93

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

Summary

Tata Aggressive Hybrid Fund - Growth NAV is ₹427.7188 as of 27 May, 2026. Tata Aggressive Hybrid Fund - Growth has delivered 30.44% returns since its launch. The minimum SIP investment amount in Tata Aggressive Hybrid Fund - Growth is ₹100. The AUM of Tata Aggressive Hybrid Fund - Growth is ₹3,865 Cr. The expense ratio of the fund is 1.93%, and its benchmark is Crisil Hybrid 25+75 - Aggressive Index. The current exit load of the fund is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the last 1M months, Tata Aggressive Hybrid Fund - Growth has delivered 0.83% returns.

Tata Aggressive Hybrid Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.830.35126.42
6M-4.051.93126.42
1Y-0.264.95126.42
3Y9.2613.22126.42

Portfolio Analysis

  • Equity: 74.13%
  • Debt: 25.87%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI BANK LTD5.01%
2. KOTAK MAHINDRA BANK LTD2.48%
3. HDFC BANK LTD2.40%
4. RBL BANK LTD2.18%
5. AXIS BANK LTD1.97%
6. IDFC FIRST BANK LTD1.12%

1. BHARTI AIRTEL LTD5.13%
2. TATA COMMUNICATIONS LTD1.23%

1. STATE BANK OF INDIA3.32%
2. BANK OF BARODA2.05%

1. INFOSYS LTD2.53%
2. TATA CONSULTANCY SERVICES LTD2.48%

1. LARSEN & TOUBRO LTD4.15%
2. PNC INFRATECH LTD0.74%

1. ULTRATECH CEMENT LTD2.58%
2. JSW CEMENT LTD1.27%

1. MAHINDRA & MAHINDRA LTD2.08%
2. MARUTI SUZUKI INDIA LTD1.03%

1. RELIANCE INDUSTRIES LTD2.96%

1. HINDUSTAN UNILEVER LTD1.57%
2. DABUR INDIA LTD0.80%

1. VARUN BEVERAGES LTD2.25%

1. ITC LTD2.04%

1. TORRENT PHARMACEUTICALS LTD1.91%

1. PI INDUSTRIES LTD1.77%

1. PATANJALI FOODS LTD1.58%

1. ADANI ENERGY SOLUTIONS LTD1.52%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.49%

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

1. MALCO Energy Ltd.0.31%
2. Vedanta Iron and Steel Ltd.0.31%
3. Vedanta Aluminium Metal Ltd.0.31%
4. Talwandi Sabo Power Ltd.0.31%

1. BAJAJ FINSERV LTD1.13%

1. HEALTHCARE GLOBAL ENTERPRISES LTD1.12%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.10%

1. TEGA INDUSTRIES LTD1.08%

1. ARVIND FASHIONS LTD1.04%

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 ₹3,865 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
Axis Children's Fund Compulsory Lock-in - Growth0881.94 CR2.28
PGIM India Aggressive Hybrid Equity Fund Growth0203.98 CR2.38
Tata Aggressive Hybrid Fund - Growth13864.65 CR1.93
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03958.21 CR
Fund Name1Y3Y
This FundAxis Children's Fund Compulsory Lock-in - Growth-0.608329.4958
This FundPGIM India Aggressive Hybrid Equity Fund Growth-1.022330.1354
This FundTata Aggressive Hybrid Fund - Growth-0.263930.4357
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 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 : 0.83%
  • 6 Months : -4.05%
  • 1 Year : -0.26%
  • 3 Years : 9.26%
Returns of Tata Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 427.7188 as on May 26,2026. Since inception, the return has been 30.44%.

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 ₹3,865 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.