Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹3,608 Cr
Lock In Period
N/A
Expense Ratio
1.93
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 ₹428.0752 NAV as of Apr 16,2026 and returns since inception of 33.40%. Minimum investments start at SIP ₹100. The Tata Aggressive Hybrid Fund - Growth AUM is ₹3,608 Cr, with a lock-in of N/A years, expense ratio of 1.93%, 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 4.03% returns, against a category average of 1.49% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.03 | 1.49 | 126.25 |
| 6M | -2.86 | 1.75 | 126.25 |
| 1Y | 3.67 | 6.36 | 126.25 |
| 3Y | 10.08 | 16.60 | 126.25 |
Portfolio Analysis
- Equity: 75.05%
- Debt: 24.95%
- Others
As on: 2026-03-31
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About Fund
Tata Aggressive Hybrid Fund - Growth managed by Tata Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹3,608 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Children's Fund Compulsory Lock-in - Growth | 0 | 828.93 CR | 2.28 |
| This FundAxis Children's Fund No Lock-in - Growth | 0 | 828.93 CR | 2.34 |
| This FundTata Aggressive Hybrid Fund - Growth | 1 | 3608.23 CR | 1.93 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3700.53 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Children's Fund Compulsory Lock-in - Growth | 4.2452 | 33.1204 |
| This FundAxis Children's Fund No Lock-in - Growth | 4.2453 | 33.1209 |
| This FundTata Aggressive Hybrid Fund - Growth | 3.6685 | 33.4027 |
| 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 1.93. 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 : 4.03%
- 6 Months : -2.86%
- 1 Year : 3.67%
- 3 Years : 10.08%
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 ₹3,608 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