← Hybrid: Aggressive
Start this SIP →
Tata Mutual Fund · Hybrid: Aggressive
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
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.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 1.90%Inception · 08-10-1995
NAV
₹439.50
+0.32% · as of 15-07-2026
Since inception
13.31%
CAGR
Benchmark (inception)
11.92%
CAGR
Fund size
₹3,793 Cr
AUM
Expense ratio
1.90%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +13.31% CAGR vs benchmark +11.92%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.97%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.78%
RELIANCE INDUSTRIES LIMITED EQ2.87%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.77%
(C) TREPS2.72%
INFOSYS LIMITED EQ FV RS 52.61%
Kotak Mahindra Bank Limited2.59%
ULTRATECH CEMENT LIMITED EQ2.49%
Varun Beverages Ltd2.43%
RBL BANK LIMITED EQ2.34%
Sector allocation
Financial Services20.87%
Fast Moving Consumer Goods8.77%
Telecommunication6.57%
Capital Goods5.78%
Automobile and Auto Components5.60%
Information Technology3.96%
Construction Materials3.90%
Construction3.51%
Healthcare3.42%
Services3.03%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.3% p.a.₹10,000
10 years
Projected value
₹25,13,398
Invested: ₹12,00,000
Gained: ₹13,13,398
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Murthy Nagarajan, Satish Chandra Mishra
Manager since fund inception data not available
ISIN & identifiers
AMFI code
100414
ISIN (Growth)
INF277K01303
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
Quant Aggressive Hybrid Fund Gr Reg Plan
₹471.42
1Y
+11.1%
3Y
+14.3%
5Y
+13.2%
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
₹42.06
1Y
+8.2%
3Y
+18.7%
5Y
+14.2%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.63
1Y
+6.6%
3Y
+13.8%
5Y
+11.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.47
1Y
+5.4%
3Y
+12.9%
5Y
+10.6%
Navi Aggressive Hybrid Reg Gr
₹21.83
1Y
+4.7%
3Y
+10.8%
5Y
+10.6%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.