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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 · 2.14%Inception · 08-10-1995
NAV
₹419.79
+0.84% · as of 13-10-2026
Since inception
13.03%
CAGR
Benchmark (inception)
11.63%
CAGR
Fund size
₹3,983 Cr
AUM
Expense ratio
2.14%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +13.03% CAGR vs benchmark +11.63%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.08%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.39%
RELIANCE INDUSTRIES LIMITED EQ2.73%
Kotak Mahindra Bank Limited2.57%
Varun Beverages Ltd2.27%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.19%
MARUTI SUZUKI INDIA LIMITED EQ2.15%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.13%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.10%
GLAXOSMITHKLINE PHARMACEUTICALS LTD EQ2.04%
Sector allocation
Financial Services22.55%
Capital Goods6.46%
Fast Moving Consumer Goods6.42%
Telecommunication5.95%
Automobile and Auto Components5.62%
Oil, Gas & Consumable Fuels3.69%
Information Technology3.64%
Healthcare3.29%
Services3.27%
Consumer Services3.00%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.0% p.a.₹10,000
10 years
Projected value
₹24,71,270
Invested: ₹12,00,000
Gained: ₹12,71,270
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
Bank Of India Aggressive Hybrid Fund Reg Gr
₹42.63
1Y
+13.3%
3Y
+14.8%
5Y
+12.3%
Navi Aggressive Hybrid Reg Gr
₹21.99
1Y
+6.7%
3Y
+10.1%
5Y
+8.4%
Quant Aggressive Hybrid Fund Gr Reg Plan
₹444.42
1Y
+3.7%
3Y
+10.9%
5Y
+9.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.27
1Y
+1.9%
3Y
+11.4%
5Y
+8.6%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.02
1Y
+1.9%
3Y
+11.9%
5Y
+8.6%
Want a personalised recommendation?
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