MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationAggressive Allocation
Tata Aggressive Hybrid Fund Direct Plan Growth
3Y Annualised
16.37%
0.29% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.32%
0.29% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 7 months
NIFTY 50
4 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹4073.65 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL. On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1%. Redemption after expiry of 365 days from the date of allotment-NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
SM
Satish MishraFund Manager Since 1 Nov 2019
About Tata Aggressive Hybrid Fund Direct Plan Growth
Tata Aggressive Hybrid Fund Direct Plan Growth is a Allocation mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. Tata Aggressive Hybrid Fund Direct Plan Growth has ₹4073.65 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of Tata Aggressive Hybrid Fund Direct Plan Growth as of Mon Jul 07 2025 is ₹493.9128. The fund has an expense ratio of 0.98%, which is medium comparable to most other Allocation funds.
Tata Aggressive Hybrid Fund Direct Plan Growth returns for the last 1 year are 3.32%. Since launch, it has delivered 13.68% average annual returns.
The Tata Aggressive Hybrid Fund Direct Plan Growth has the majority of its money invested in Financial Services, Energy, Communication Services, Industrials, Basic Materials, Technology sectors.
Top 5 Holdings of Tata Aggressive Hybrid Fund Direct Plan Growth.
- HDFC Bank Ltd: 7.51%
- Reliance Industries Ltd: 6.39%
- Bharti Airtel Ltd: 5.11%
- ICICI Bank Ltd: 4.38%
- Larsen & Toubro Ltd: 3.83%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Aggressive Hybrid Fund Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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