Tata Aggressive Hybrid Fund Regular-Growth
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return -7.32% at 30 Oct 2026 01:37 PM
Tata Aggressive Hybrid Fund Regular-Growth: Mutual Fund Overview
Tata Aggressive Hybrid Fund Regular-Growth is an Aggressive Hybrid mutual fund with over 31.06 years of performance history. The scheme manages an AUM of ₹3982.56 Cr and has a NAV of ₹416.7875. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -7.32%.
Fund Details
NAV 416.7875
Sub-Type Aggressive Hybrid
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 31.06
Fund Size(in Crores) 3982.56
Fund Performance
1 Month -0.85%
3 Month -5.33%
6 Month -3.04%
1 Year -7.32%
3 Year 6.99%
5 Year 6.39%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (68.9%) Market Cap Large Cap 52.28 Mid Cap 9.19 Small Cap 7.43 Top Sectors Financial 21.25 Energy 6.74 Automobile 4.86 Communication 4.78 Healthcare 4.49 Capital Goods 4.03 Services 4.02 Metals & Mining 3.88 Technology 3.82 Consumer Staples 3.78 Materials 2.38 Consumer Discretionary 1.45 Construction 1.42 Chemicals 1.11 Textiles 0.89 Top Holding Mahindra & Mahindra 1.93 IDFC First Bank 1.3 Bharat Heavy Electricals 1.56 ABB India 1 Axis Bank 2.15 Varun Beverages 1.08 Titan Company 1.04 ICICI Prudential Asset Management Company 1.38 Bharti Airtel 3.53 State Bank of India 1.45 Tata Communications 1.25 Reliance Industries 1.79 Hindustan Unilever 0.94 Larsen & Toubro 1.42 Infosys 1.62 Healthcare Global Enterprises 1.67 TruAlt Bioenergy 0.66 Maruti Suzuki India 1.5 Shriram Finance 1.11 EPACK Durable 0.41 Bharat Petroleum Corporation 0.91 ICICI Bank 4.31 Arvind Fashions 0.89 Adani Power 1.02 The Karnataka Bank 1.05 Adani Energy Solutions 1.44 Interglobe Aviation 1.13 Hindustan Zinc 0.99 Samvardhana Motherson 1.43 Kotak Mahindra Bank 1.78 Billionbrains Garage Ventures 1.39 Premier Energies 0.92 Eternal 1.21 Hindustan Aero 1.47 Dr. Reddy's Laboratories 1.08 HDFC Bank 2.85 Gujarat Fluorochemicals 1.11 PB Fintech 0.67 Bank of Baroda 1.16 Ultratech Cement 0.96 Tega Industries 1.33 Vedanta Aluminium Metal 1.56 Glaxosmithkline Pharma 1.74 Britannia Industries 1.76 Cholamandalam Investment and Finance Company 1.32 Adani Enterprises 1.01 Coforge 2.2 JSW Cement 1.42
Debt & Others (31.1%) Sector Allocation Bonds/Debentures 0.62 Non Convertible Debenture 1.63 Repo 5.83 Debt Credit Ratings SOV 9.61 Cash & Call Money 7.66 AAA 5.42 A1+ 4.76 AA+ 1.73 Debt Category Gujarat State 0.28 IGH Holdings 1.21 Birla Group Holdings 1.21 Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Direct-G 2.64
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-Growth Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.12%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Satish Chandra Mishra
Education Mr. Mishra has done B.tech & PGDM
Experience Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Amit Somani
Education Mr.Somani is a B.Com, PGDBM and CFA.
Experience Prior to joining Tata Asset Management Ltd in 2010 he has worked with Fidelity Investments Netscribes Pvt. ltd, SPA Capital and Khandwala Securities.
Murthy Nagarajan
Education Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 38
Date of Incorporation 1995-10-08
Total AUM 224588.36
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Tata Aggressive Hybrid Fund Regular-Growth FAQs
How to invest in Tata Aggressive Hybrid Fund Regular-Growth?
Investing in Tata Aggressive Hybrid Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Aggressive Hybrid Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Aggressive Hybrid Fund Regular-Growth?
The term expense ratio for Tata Aggressive Hybrid Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Aggressive Hybrid Fund Regular-Growth is 2.12% as of 30 Oct 2026.
What is the NAV of Tata Aggressive Hybrid Fund Regular-Growth?
The NAV of Tata Aggressive Hybrid Fund Regular-Growth is ₹416.7875 as of 30 Oct 2026.
What is the AUM of Tata Aggressive Hybrid Fund Regular-Growth?
The AUM (Assets Under Management) of Tata Aggressive Hybrid Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Aggressive Hybrid Fund Regular-Growth is ₹3982.56 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Aggressive Hybrid Fund Regular-Growth?
The PE ratio of Tata Aggressive Hybrid Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Aggressive Hybrid Fund Regular-Growth?
Yes, you can invest in Tata Aggressive Hybrid Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Aggressive Hybrid Fund Regular-Growth in the last 5 years?
The return of Tata Aggressive Hybrid Fund Regular-Growth in the last 5 years is 6.39%.
What is the minimum SIP investment required in Tata Aggressive Hybrid Fund Regular-Growth?
The minimum SIP investment in Tata Aggressive Hybrid Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata Aggressive Hybrid Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata Aggressive Hybrid Fund Regular-Growth?
The NAV of Tata Aggressive Hybrid Fund Regular-Growth, as of 30 Oct 2026, is ₹416.7875.
Who manages the Tata Aggressive Hybrid Fund Regular-Growth?
The fund managers responsible for Tata Aggressive Hybrid Fund Regular-Growth are:
- Satish Chandra Mishra
- Amit Somani
- Murthy Nagarajan