Tata Aggressive Hybrid Fund Regular-IDCW Monthly
Tata Aggressive Hybrid Fund Regular-IDCW Monthly: Mutual Fund Overview
Tata Aggressive Hybrid Fund Regular-IDCW Monthly is an Aggressive Hybrid mutual fund with over 15.67 years of performance history. The scheme manages an AUM of ₹4024.31 Cr and has a NAV of ₹77.7746. 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 -2.74%.
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return -2.74% at 24 Mar 2026 04:02 PM
Fund Details
NAV 77.7746
Sub-Type Aggressive Hybrid
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 15.67
Fund Size(in Crores) 4024.31
Fund Performance
1 Month -10.12%
3 Month -11.44%
6 Month -8.62%
1 Year -2.74%
3 Year 8.79%
5 Year 8.99%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Alternative Investment Fund 0.42 Net Payables -4.97 State Development Loan 16.06 Debt Credit Ratings SOV 52.99 AAA 21.64 Cash & Call Money 19.78 A1+ 5.17 Others 0.42 Debt Category Andhra Pradesh State 16.06 Indian Bank 3.07 GOI 36.93 Bank of Baroda 2.1
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-Bonus Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-Growth Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Monthly Payout Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Quarterly Payout Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Quarterly Reinvestment Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Bond Regular Fund-Growth Ret 1M -0.23% Ret 1Y 5.19% Ret 3Y 7.15% Ret 5Y 6.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Bond Regular Fund-IDCW Ret 1M -0.23% Ret 1Y 5.19% Ret 3Y 7.15% Ret 5Y 6.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Bond Regular Fund-IDCW Monthly Ret 1M -0.23% Ret 1Y 5.19% Ret 3Y 7.15% Ret 5Y 6.67%
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) 36
Date of Incorporation 2010-07-23
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.
Take Your Next Step
Tata Aggressive Hybrid Fund Regular-IDCW Monthly FAQs
How to invest in Tata Aggressive Hybrid Fund Regular-IDCW Monthly?
Investing in Tata Aggressive Hybrid Fund Regular-IDCW Monthly 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-IDCW Monthly 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-IDCW Monthly?
The term expense ratio for Tata Aggressive Hybrid Fund Regular-IDCW Monthly 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-IDCW Monthly is 1.92% as of 24 Mar 2026.
What is the NAV of Tata Aggressive Hybrid Fund Regular-IDCW Monthly?
The NAV of Tata Aggressive Hybrid Fund Regular-IDCW Monthly is ₹77.7746 as of 24 Mar 2026.
What is the AUM of Tata Aggressive Hybrid Fund Regular-IDCW Monthly?
The AUM (Assets Under Management) of Tata Aggressive Hybrid Fund Regular-IDCW Monthly 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-IDCW Monthly is ₹4024.31 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Tata Aggressive Hybrid Fund Regular-IDCW Monthly?
The PE ratio of Tata Aggressive Hybrid Fund Regular-IDCW Monthly 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-IDCW Monthly?
Yes, you can invest in Tata Aggressive Hybrid Fund Regular-IDCW Monthly 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-IDCW Monthly in the last 5 years?
The return of Tata Aggressive Hybrid Fund Regular-IDCW Monthly in the last 5 years is 8.99%.
What is the minimum SIP investment required in Tata Aggressive Hybrid Fund Regular-IDCW Monthly?
The minimum SIP investment in Tata Aggressive Hybrid Fund Regular-IDCW Monthly depends on the fund's scheme rules and usually starts at a small amount. For Tata Aggressive Hybrid Fund Regular-IDCW Monthly, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata Aggressive Hybrid Fund Regular-IDCW Monthly?
The NAV of Tata Aggressive Hybrid Fund Regular-IDCW Monthly, as of 24 Mar 2026, is ₹77.7746.
Who manages the Tata Aggressive Hybrid Fund Regular-IDCW Monthly?
The fund managers responsible for Tata Aggressive Hybrid Fund Regular-IDCW Monthly are:
- Satish Chandra Mishra
- Murthy Nagarajan