Tata Aggressive Hybrid Fund - Growth - Regular Plan

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  • (-0.22%)Nav, as on 10-12-2025

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  • Net Change on 10-12-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Aggressive Hybrid Fund Regular Plan - Growth -0.22 2.19 1.43 10.38 13.24 14.56
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Aggressive Hybrid Fund Regular Plan - Growth Oct 08, 1995 1.43 10.38 13.24 1.92 4,165.66
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 8.98 18.55 22.19 1.53 49,222.51
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 1.76 12.68 13.23 1.72 11,450.59
Kotak Aggressive Hybrid Fund - Growth Nov 03, 2014 -0.48 13.80 15.69 1.73 8,462.16
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Jan 14, 2000 2.14 11.73 13.65 1.75 7,655.04
UTI Aggressive Hybrid Fund - Regular Plan - Growth Jan 02, 1995 1.95 15.73 17.28 1.85 6,717.89

Fund Holdings as on 30-November-2025

  • RELIANCE INDUSTRIES LTD.

  • BHARTI AIRTEL LTD.

  • LARSEN & TOUBRO LTD.

  • C) REPO

  • RBL BANK LTD.

  • INFOSYS LTD.

  • TATA CONSULTANCY SERVICES LTD.

  • HDFC BANK LTD.

  • SHRIRAM FINANCE LTD.^

  • STATE BANK OF INDIA

  • KOTAK MAHINDRA BANK LTD.

  • ICICI BANK LTD.

  • ITC LTD.

  • ULTRATECH CEMENT LTD.

  • MAHINDRA & MAHINDRA LTD.

  • SGS MAHARASHTRA 6.77% (30/04/2037)

  • VARUN BEVERAGES LTD.

  • AXIS BANK LTD.

  • PI INDUSTRIES LTD.

  • PATANJALI FOODS LTD.

  • HINDUSTAN UNILEVER LTD.

  • TORRENT PHARMACEUTICALS LTD.

  • HERO MOTOCORP LTD.

  • GRANULES INDIA LTD.

  • TATA CORPORATE BOND FUND

  • BAJAJ FINSERV LTD.

  • ** 08.60 % SANSAR JAN 2025 TRUST - 25/10/2028

  • IDFC FIRST BANK LTD.

  • TEGA INDUSTRIES LTD

  • SGS MAHARASHTRA 6.76% (23/04/2037)

  • MARUTI SUZUKI INDIA LTD.

  • ARVIND FASHIONS LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • CUMMINS INDIA LTD.

  • ** 08.75 % LIC HOUSING FINANCE LTD. - 08/12/2028

  • DABUR INDIA LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • GOI - 7.18% (14/08/2033)

  • HDFC LIFE INSURANCE CO. LTD.

  • SGS GUJARAT 7.64% (10/01/2031)

  • GOI - 7.38% (20/06/2027)

  • ** 05.00 % GMR AIRPORTS LTD - 13/02/2027

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD.

  • JSW CEMENT LTD.

  • PNC INFRATECH LTD.

  • GREENPANEL INDUSTRIES LTD.

  • TATA COMMUNICATIONS LTD.

  • GOI - 7.32% (13/11/2030)

  • GOI - 7.17% (17/04/2030)

  • ** 09.10 % CHOLAMANDALAM INVT & FIN CO LTD. - 27/06/2031

  • ** 07.40 % NABARD - 29/04/2030

  • EPACK DURABLE LTD.

  • ** 08.50 % CHOLAMANDALAM INVT & FIN CO LTD. - 25/07/2027

  • ** 07.51 % SHIVSHAKTI SECURITISATION TRUST - 28/09/2029

  • ** 08.45 % CAN FIN HOMES LTD. - 27/05/2026

  • TRUALT BIOENERGY LIMITED.

  • ** 07.55 % POWER FINANCE CORPORATION - 15/07/2026

  • ** 08.15 % GODREJ PROPERTIES LTD. - 03/07/2026

  • GOI - 5.63% (12/04/2026) $$

  • ** 07.26 % JIO CREDIT LTD - 18/11/2030

  • GOI - 7.09% (05/08/2054)

  • GOI - 7.09% (25/11/2074)

  • GOI - 7.02% (18/06/2031)

  • ANANT RAJ LTD.

  • SDL GUJARAT 7.80% (27/12/2027)

  • SGS MAHARASHTRA 7.45% (20/03/2037)

  • SGS MAHARASHTRA 7.49% (07/02/2036)

  • GOI - 7.26% (22/08/2032)

  • SGS TAMILNADU 7.44% (05/06/2034)

  • ** 08.15 % HDFC ERGO GENERAL INSURANCE COMPANY LIMITED - 26/09/2033

  • ** 07.13 % NHPC LTD. - 09/02/2029

  • ** 08.10 % ICICI HOME FINANCE CO.LTD. - 05/03/2027

  • GOI - 7.36% (12/09/2052)

  • GOI - 6.92% (18/11/2039)

  • SGS UTTAR PRADESH 7.62% (20/12/2034)

  • GOI - 7.27% (08/04/2026)

  • GOI - 6.33% (05/05/2035)

  • ** 06.92 % INDIAN RAILWAYS FINANCE CORPORATION LTD. - 31/08/2031

  • ** 06.75 % SIKKA PORTS AND TERMINALS LTD. - 22/04/2026

  • SGS MAHARASHTRA 7.63% (31/01/2035)

  • SGS MAHARASHTRA 7.63% (31/01/2036)

  • SGS TAMILNADU 7.42% (03/04/2034)

  • SDL UTTAR PRADESH 7.85% (27/12/2027)

  • SGS WEST BENGAL 7.53% (27/03/2044)

  • GOI - 8.13% (22/06/2045)

  • GOI - 7.25% (12/06/2063)

  • GOI - 8.30% (02/07/2040)

  • SGS MAHARASHTRA 7.21% (21/08/2035)

  • GOI - 6.19% (16/09/2034)

  • GOI - 7.26% (14/01/2029)

  • SDL MAHARASHTRA 7.33% (13/09/2027)

  • GOI - 6.57% (05/12/2033)

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Telecommunication - Service Provider

  • Refineries

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Household & Personal Products

  • Cigarettes/Tobacco

  • Consumer Food

  • Pesticides & Agrochemicals

  • Edible Oil

  • Automobile Two & Three Wheelers

  • Finance - Investment

  • Engineering - Industrial Equipments

  • Retailing

  • Port

  • Diesel Engines

  • Power Generation/Distribution

  • Insurance

  • Auto Ancillary

  • Wood & Wood Products

  • Air Conditioners

  • Breweries & Distilleries

  • Construction - Real Estate

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Fund Manager

  • Education:B.Tech IIT (BHU) Varanasi, PGDM (TAPMI)
  • Experience:12 Years
  • Basic Details:Since July 2017 with Tata Asset Management Ltd. Reporting to Chief Investment Officer Equities.Responsibilities held: Assistant Fund Manager & Research Analyst.From May 2012 to July 2017 with HDFC Securities Ltd as AVP, tracking Oil & Gas and Chemicals.Reporting to Head of Research.From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors.Reporting to Head of Research.He has also worked as an Assistant Engineer at Indian Farmers Fertilizer Cooperative Ltd. (IFFCO) for more than 2 years.
  • Funds Managed:
  • Tata Mid Cap Fund
  • Tata Resources & Energy Fund
  • Tata Aggressive Hybrid Fund
  • Tata Aggressive Hybrid Fund
  • Tata Mid Cap Fund
  • Tata Mid Cap Fund
  • Tata Resources & Energy Fund

  • CARE-A

  • Cash

  • CRISIL-AAA

  • CRISIL-AAA(SO)

  • Derivatives

  • Equity

  • ICRA-AA+

  • ICRA-AAA

  • IND-AA+

  • MFU

  • SOV

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About Tata Aggressive Hybrid Fund

Scheme Analysis

Tata Aggressive Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Tata Mutual Fund. It was launched on 08-Oct-1995 and currently has an AUM of ₹4,165.66 crore. Tata Aggressive Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Tata Aggressive Hybrid Fund ended down ₹-0.98(-0.22%)yesterday to ₹444.4272.

Among its top 3 holdings the fund has exposure to RELIANCE INDUSTRIES LTD., and

The Tata Aggressive Hybrid Fund is managed by Murthy Nagarajan and Satish Chandra Mishra.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782