Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹4,024 Cr
Lock In Period
N/A
Expense Ratio
1.92
Benchmark
N/A
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 ₹411.9603 NAV as of Mar 25,2026 and returns since inception of 31.17%. Minimum investments start at SIP ₹100. The Tata Aggressive Hybrid Fund - Growth AUM is ₹4,024 Cr, with a lock-in of N/A years, expense ratio of 1.92%, and benchmark N/A. 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 -8.51% returns, against a category average of -2.25% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.51 | -2.25 | 126.25 |
| 6M | -7.11 | -0.37 | 126.25 |
| 1Y | -2.38 | 2.97 | 126.25 |
| 3Y | 9.47 | 10.82 | 126.25 |
Portfolio Analysis
- Equity: 77.19%
- Debt: 22.81%
- Others
As on: 2026-02-28
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About Fund
Tata Aggressive Hybrid Fund - Growth managed by ,is a Aggressive Hybridscheme with Assets Under Management of ₹4,024 Crore. The fund benchmarks its performance against the 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 FundHDFC Hybrid Equity Fund - Growth | 3 | 23810.7 CR | 1.69 |
| This FundLIC MF Childrens Fund Growth | 0 | 14.91 CR | 2.45 |
| This FundTata Aggressive Hybrid Fund - Growth | 1 | 4024.32 CR | 1.92 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4063.06 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Hybrid Equity Fund - Growth | -3.1219 | 29.897 |
| This FundLIC MF Childrens Fund Growth | -7.0518 | 30.2092 |
| This FundTata Aggressive Hybrid Fund - Growth | -2.3804 | 31.1724 |
| 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 : -8.51%
- 6 Months : -7.11%
- 1 Year : -2.38%
- 3 Years : 9.47%
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 ₹4,024 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