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)

₹4,069 Cr

Lock In Period

N/A

Expense Ratio

2.2

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(%)
1M-2.68-0.64126.25
6M3.413.25126.25
1Y-2.074.04126.25
3Y6.7813.94126.25

Portfolio Analysis

  • Equity: 74.19%
  • Debt: 25.81%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI BANK LTD4.65%
2. HDFC BANK LTD2.96%
3. AXIS BANK LTD2.24%
4. KOTAK MAHINDRA BANK LTD1.75%
5. IDFC FIRST BANK LTD1.35%

1. COFORGE LTD2.44%
2. INFOSYS LTD1.81%
3. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.42%

1. BHARTI AIRTEL LTD3.56%
2. TATA COMMUNICATIONS LTD1.27%

1. GRASIM INDUSTRIES LTD1.43%
2. JSW CEMENT LTD1.37%
3. ULTRATECH CEMENT LTD0.98%

1. MAHINDRA & MAHINDRA LTD2.10%
2. MARUTI SUZUKI INDIA LTD1.66%

1. STATE BANK OF INDIA2.53%
2. BANK OF BARODA1.17%

1. RELIANCE INDUSTRIES LTD2.51%
2. BHARAT PETROLEUM CORPORATION LTD0.96%

1. GLAXOSMITHKLINE PHARMACEUTICALS LTD1.87%
2. DR REDDYS LABORATORIES LTD0.99%

1. ABB INDIA LTD1.10%
2. PREMIER ENERGIES LTD1.08%

1. LARSEN & TOUBRO LTD1.49%
2. PNC INFRATECH LTD0.61%

1. BRITANNIA INDUSTRIES LTD1.88%

1. HEALTHCARE GLOBAL ENTERPRISES LTD1.80%

1. VARUN BEVERAGES LTD1.67%

1. BHARAT HEAVY ELECTRICALS LTD1.63%

1. VEDANTA ALUMINIUM METAL LTD1.60%

1. ADANI ENERGY SOLUTIONS LTD1.52%

1. HINDUSTAN AERONAUTICS LTD1.48%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.47%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.32%

1. HINDUSTAN UEVER LTD1.31%

1. SHRIRAM FINANCE LTD1.23%

1. ETERNAL LTD1.21%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.17%

1. INTERGLOBE AVIATION LTD1.16%

1. GUJARAT FLUOROCHEMICALS LTD1.15%

1. PB FINTECH LTD1.15%

1. TITAN COMPANY LTD1.13%

1. HINDUSTAN ZINC LTD1.02%

1. ARVIND FASHIONS LTD1.01%
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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 ₹4,069 Crore. The fund benchmarks its performance against the Crisil Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 2.2. 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 Aggressive Hybrid Fund - Growth322,296 CR1.7
HDFC Retirement Fund - Hybrid Equity Growth01,603 CR2.12
Tata Aggressive Hybrid Fund - Growth14,069 CR2.2
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,072 CR
Fund Name1Y3Y
This FundHDFC Aggressive Hybrid Fund - Growth-5.622417.15
This FundHDFC Retirement Fund - Hybrid Equity Growth-6.545818.2457
This FundTata Aggressive Hybrid Fund - Growth-2.071321.7588
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 2.2. 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 : -2.68%
  • 6 Months : 3.41%
  • 1 Year : -2.07%
  • 3 Years : 6.78%
Returns of Tata Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 432.1516 as on Sep 21,2026. Since inception, the return has been 21.76%.

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 ₹4,069 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.