Tata Aggressive Hybrid Fund
Get the latest NAV of Tata Aggressive Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹468.58
▲0.5%1D
NAV as on 17 Mar 2026
12.43%/per year
Since Inception
▲▼
312 people have invested ₹ 16.5L in Tata Aggressive Hybrid Fund in the last three months
Tata Aggressive Hybrid Fund Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has underperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Tata Aggressive Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 16 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
Tata Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Aggressive Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Tata Aggressive Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Corporate & Financial Services
Government
52%
Financial Services
34%
Corporate
30%
Government
50%
Corporate
31%
Financial Services
31%
Tata Aggressive Hybrid Fund Holdings Details
as on (28-Feb-26)
Tata Aggressive Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.97% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹4024 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 73.58% |
| Risk |   Very High Risk |
About Tata Aggressive Hybrid Fund
Tata Aggressive Hybrid Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Murthy Nagarajan, Satish Mishra. This fund gives you the benefit of diversification.
Key Parameters
- Tata Aggressive Hybrid Fund has ₹4024 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.
Returns
Tata Aggressive Hybrid Fund has given a CAGR return of 12.43% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.08%, 11.15% and 10.55% respectively.
Holdings
Tata Aggressive Hybrid Fund has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Basic Materials, Consumer Defensive, Industrial, Consumer Cyclical, Communication, Energy, Tech, Health, Utilities, Securitize.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Tata Aggressive Hybrid Fund
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Aggressive Hybrid Fund has no lock in period.
Fund Manager
Murthy Nagarajan
Fund Manager of Tata Aggressive Hybrid Fund, since 1 April 2017
Satish Mishra
Fund Manager of Tata Aggressive Hybrid Fund, since 1 November 2019
- AUM of the fund stands at 4K Cr as of Feb'26
- AUM decreased by 8.5 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Tata Aggressive Hybrid Fund
How do I invest in Tata Aggressive Hybrid Fund?
- Download the INDmoney app.
- Search for ‘Tata Aggressive Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.