Get the latest NAV of Tata Aggressive Hybrid Fund Direct Growth. 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.
₹481.14
1D
NAV as on 14 Aug 2025
13.33%/per year
Since Inception
▲▼
408 people have invested ₹ 60L in Tata Aggressive Hybrid Fund Direct Growth in the last three months
Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-25)
Ranked based on performance, risk management and cost efficiency
Ranked 14 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Equity 72.1%
Debt & Cash 28%
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Equity 72.1%
Debt & Cash 28%
Top 3 Sectors in July were Government, Corporate & Financial Services
Government
45%
Corporate
28%
Financial Services
27%
Government
42%
Corporate
31%
Financial Services
29%
as on (31-Jul-25)
Equity
Debt & Cash
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | 0.98% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹4091 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 73.58% |
Risk | Very High Risk |
Tata Aggressive Hybrid Fund Direct Growth 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.
Tata Aggressive Hybrid Fund Direct Growth has given a CAGR return of 13.33% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.16%, 12.02% and 16.88% respectively.
Tata Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Consumer Defensive, Industrial, Consumer Cyclical, Basic Materials, Communication, Energy, Health, Tech, Utilities, Real Estate.
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).
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Aggressive Hybrid Fund Direct Growth has no lock in period.
Fund Manager of Tata Aggressive Hybrid Fund Direct Growth, since 1 April 2017
Fund Manager of Tata Aggressive Hybrid Fund Direct Growth, since 1 November 2019
5Y CAGR
▲ 18.59
5Y CAGR
▲ 16.98
5Y CAGR
▲ 19.29
5Y CAGR
▲ 14.30