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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)

₹3,681 Cr

Lock In Period

N/A

Expense Ratio

1.9

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 ₹434.4567 as of 16 Jun, 2026. Tata Aggressive Hybrid Fund - Growth has delivered 28.52% 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 ₹3,681 Cr. The expense ratio of the fund is 1.9%, 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 2.68% returns.

Tata Aggressive Hybrid Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.680.40126.25
6M-4.501.63126.25
1Y-0.874.54126.25
3Y8.7214.41126.25

Portfolio Analysis

  • Equity: 74.66%
  • Debt: 25.34%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI BANK LTD4.78%
2. KOTAK MAHINDRA BANK LTD2.59%
3. RBL BANK LTD2.34%
4. AXIS BANK LTD2.10%
5. HDFC BANK LTD1.42%
6. IDFC FIRST BANK LTD1.20%

1. BHARTI AIRTEL LTD4.97%
2. TATA COMMUNICATIONS LTD1.60%

1. INFOSYS LTD2.61%
2. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.51%
3. COFORGE LTD1.35%

1. MAHINDRA & MAHINDRA LTD2.15%
2. MARUTI SUZUKI INDIA LTD2.06%

1. ULTRATECH CEMENT LTD2.49%
2. JSW CEMENT LTD1.41%

1. LARSEN & TOUBRO LTD2.77%
2. PNC INFRATECH LTD0.74%

1. BANK OF BARODA1.68%
2. STATE BANK OF INDIA1.57%

1. RELIANCE INDUSTRIES LTD2.87%

1. VARUN BEVERAGES LTD2.43%

1. PREMIER ENERGIES LTD1.22%
2. ABB INDIA LTD1.16%

1. TORRENT PHARMACEUTICALS LTD2.11%

1. BRITANNIA INDUSTRIES LTD2.06%

1. ITC LTD1.95%

1. ADANI ENERGY SOLUTIONS LTD1.79%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.68%

1. HINDUSTAN UNILEVER LTD1.58%

1. INTERGLOBE AVIATION LTD1.56%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.47%

1. HINDUSTAN AERONAUTICS LTD1.46%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.39%

1. MALCO ENERGY LTD0.33%
2. VEDANTA IRON AND STEEL LTD0.33%
3. TALWANDI SABO POWER LTD0.33%
4. VEDANTA ALUMINIUM METAL LTD0.33%

1. HEALTHCARE GLOBAL ENTERPRISES LTD1.31%

1. TEGA INDUSTRIES LTD1.20%

1. ARVIND FASHIONS LTD1.14%

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 ₹3,681 Crore. The fund benchmarks its performance against the Crisil Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 1.9. 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
PGIM India Aggressive Hybrid Equity Fund Growth0201.84 CR2.38
HDFC Retirement Savings Fund - Hybrid Equity Growth01592.15 CR2.08
Tata Aggressive Hybrid Fund - Growth13681.09 CR1.9
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03937.15 CR
Fund Name1Y3Y
This FundPGIM India Aggressive Hybrid Equity Fund Growth-1.667227.1738
This FundHDFC Retirement Savings Fund - Hybrid Equity Growth-5.383328.4427
This FundTata Aggressive Hybrid Fund - Growth-0.868728.5208
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 1.9. 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 : -4.50%
  • 1 Year : -0.87%
  • 3 Years : 8.72%
Returns of Tata Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 434.4567 as on Jun 15,2026. Since inception, the return has been 28.52%.

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 ₹3,681 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.