Tata Aggressive Hybrid Fund Regular-Growth
Tata Aggressive Hybrid Fund Regular-Growth: Mutual Fund Overview
Tata Aggressive Hybrid Fund Regular-Growth is an Aggressive Hybrid mutual fund with over 30.43 years of performance history. The scheme manages an AUM of ₹4024.31 Cr and has a NAV of ₹421.8635. 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 6.11%.
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 6.11% at 12 Mar 2026 07:20 PM
Fund Details
NAV 421.8635
Sub-Type Aggressive Hybrid
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 30.43
Fund Size(in Crores) 4024.31
Fund Performance
1 Month -6.05%
3 Month -5.56%
6 Month -3.12%
1 Year 6.11%
3 Year 10.16%
5 Year 9.65%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (77.19%) Market Cap Large Cap 59.99 Mid Cap 6.63 Small Cap 10.57 Top Sectors Financial 23.75 Consumer Staples 8 Energy 6.68 Communication 6.09 Automobile 5.28 Technology 5.21 Construction 4.93 Materials 4.56 Metals & Mining 3.54 Healthcare 2.47 Chemicals 1.73 Unclassified 1.35 Services 1.13 Textiles 1 Insurance 0.89 Consumer Discretionary 0.58 Top Holding JSW Cement 1.24 PI Industries 1.73 Granules India 0.57 Tata Consultancy 2.54 Mahindra & Mahindra 2.19 Adani Ports and Special Economic Zone 1.13 IDFC First Bank 1.13 Dabur India 0.9 Axis Bank 2.06 Varun Beverages 1.9 Bajaj Finserv 1.24 ICICI Prudential Asset Management Company 1.35 Bharti Airtel 4.9 Reliance Industries 5.02 State Bank of India 3.58 Tata Communications 1.19 Hindustan Unilever 1.57 Larsen & Toubro 4.25 ITC 1.95 Infosys 2.67 TruAlt Bioenergy 0.56 Maruti Suzuki India 1.11 PNC Infratech 0.68 RBL Bank 3.58 EPACK Durable 0.58 Greenpanel Industries 0.61 Vedanta 2.41 HDFC Life Insurance 0.89 ICICI Bank 5.25 Arvind Fashions 1 Adani Energy Solutions 1.1 Torrent Pharmaceuticals 1.9 Hero Motocorp 0.99 Kotak Mahindra Bank 2.58 Samvardhana Motherson 0.99 Patanjali Foods 1.68 HDFC Bank 2.65 Bank of Baroda 1.68 Ultratech Cement 2.71 Tega Industries 1.13
Debt & Others (22.81%) Sector Allocation Net Payables -0.18 Non Convertible Debenture 2.59 Repo 1.42 Debt Credit Ratings SOV 12.34 AAA 5.65 AA+ 2 Cash & Call Money 1.3 A 0.9 Debt Category Gujarat State 1.16 Sikka Ports and Terminals 0.1 Can Fin Homes 0.62 Godrej Properties 0.62
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.46% Ret 1Y 6.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.46% Ret 1Y 6.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.92%
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.
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) 39
Date of Incorporation 1995-10-08
Total AUM 232819.21
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.
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