• Home
  • Mutual Funds
  • Tata Aggressive Hybrid Fund - Growth

Tata Aggressive Hybrid Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Aggressive Hybrid Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹3,793 Cr

Lock In Period

N/A

Expense Ratio

2.22

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.090.28126.42
6M0.042.78126.42
1Y-0.534.51126.42
3Y7.6914.94126.42

Portfolio Analysis

  • Equity: 76.23%
  • Debt: 23.77%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI BANK LTD5.08%
2. KOTAK MAHINDRA BANK LTD2.57%
3. AXIS BANK LTD2.13%
4. HDFC BANK LTD1.47%
5. RBL BANK LTD1.46%
6. IDFC FIRST BANK LTD1.34%

1. BHARTI AIRTEL LTD4.39%
2. TATA COMMUNICATIONS LTD1.56%

1. COFORGE LTD1.93%
2. INFOSYS LTD1.71%
3. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.60%

1. MARUTI SUZUKI INDIA LTD2.15%
2. MAHINDRA & MAHINDRA LTD2.10%

1. RELIANCE INDUSTRIES LTD2.73%
2. BHARAT PETROLEUM CORPORATION LTD0.96%

1. STATE BANK OF INDIA1.62%
2. BANK OF BARODA1.44%

1. LARSEN & TOUBRO LTD2.19%
2. PNC INFRATECH LTD0.80%

1. JSW CEMENT LTD1.57%
2. ULTRATECH CEMENT LTD1.04%

1. VARUN BEVERAGES LTD2.27%

1. PREMIER ENERGIES LTD1.17%
2. ABB INDIA LTD1.09%

1. GLAXOSMITHKLINE PHARMACEUTICALS LTD2.04%

1. BRITANNIA INDUSTRIES LTD1.97%

1. ETERNAL LTD1.87%

1. INTERGLOBE AVIATION LTD1.84%

1. VEDANTA ALUMINIUM METAL LTD1.77%

1. ADANI ENERGY SOLUTIONS LTD1.72%

1. BHARAT HEAVY ELECTRICALS LTD1.64%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.53%

1. HINDUSTAN UEVER LTD1.51%

1. HINDUSTAN AERONAUTICS LTD1.44%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.43%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.37%

1. HEALTHCARE GLOBAL ENTERPRISES LTD1.25%

1. SHRIRAM FINANCE LTD1.24%

1. ARVIND FASHIONS LTD1.13%

1. TEGA INDUSTRIES LTD1.12%

1. PB FINTECH LTD1.07%

1. TITAN COMPANY LTD1.05%

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 ₹3,793 Crore. The fund benchmarks its performance against the Crisil Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 2.22. 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 - Growth0892 CR2.28
Axis Children's Fund No Lock-in - Growth0892 CR2.36
Tata Aggressive Hybrid Fund - Growth13,792 CR2.22
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,013 CR
Fund Name1Y3Y
This FundAxis Children's Fund Compulsory Lock-in - Growth-0.978524.8406
This FundAxis Children's Fund No Lock-in - Growth-0.978224.8408
This FundTata Aggressive Hybrid Fund - Growth-0.534524.8966
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 2.22. 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 : 0.09%
  • 6 Months : 0.04%
  • 1 Year : -0.53%
  • 3 Years : 7.69%
Returns of Tata Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 435.1637 as on Jul 24,2026. Since inception, the return has been 24.90%.

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 ₹3,793 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.