Tata Aggressive Hybrid Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.28%
NAV: ₹435.25 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Tata Aggressive Hybrid Fund Regular-Growth

  • ₹3,982.6 Cr
    AUM
  • ₹435.25
    NAV
  • 2.10%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Tata Aggressive Hybrid Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.28% NA 2.67%
6 Months 1.88% NA 10.68%
1 Year -2.35% -2.35% 2.84%
2 Years 0.53% 0.26% 17.05%
3 Years 26.80% 8.24% 16.22%
5 Years 40.77% 7.08% 18.30%
7 Years 99.75% 10.39% NA
10 Years 137.83% 9.05% 12.71%
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As on Thu Nov 05, 2026

Asset Allocation of Tata Aggressive Hybrid Fund Regular-Growth

equities

74.19%

debt instruments

20.61%

other assets or cash equivalents

5.20%
Large Cap: 74.31%
Mid Cap: 14.91%
Small Cap: 10.78%
Other: 0.00%
Top Holdings
Repo
5.90%
Repo
5.90%
Repo
5.90%
Repo
5.90%
Repo
5.90%
 
Top Sectors
Unspecified
70.52%
Energy & Utilities
21.29%
Technology
20.97%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Tata Aggressive Hybrid Fund Regular-Growth

Tata Aggressive Hybrid Fund Regular-Growth is one Hybrid mutual fund offered by Tata Mutual Fund. Launched on 08 Oct 1995, the fund aims Long Term Capital Appreciation. Investment predominantly in equity & equity related instruments (65% - 80%) & some portion It manages assets worth ₹3,982.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.1%.
The portfolio allocation consists of 74.19% in equities, 20.61% in debt instruments, 5.20% in other assets or cash equivalents.Managed by Murthy Nagarajan, it has delivered a return of -2.35% in the last year, a total return since inception of 14.03%.
People planning wealth creation generally analyze the best sip investment before they plan disciplined wealth.

Read more
  • Satish Chandra Mishra

    Fund Manager

  • Mr. Mishra has done B.tech & PGDM

    Manager Education

  • Murthy Nagarajan

    Fund Manager

  • Mr. Nagarajan is a M.Com, ICWA and PGPMS.

    Manager Education

Key Metrics of Tata Aggressive Hybrid Fund Regular-Growth

  • Standard Deviation
    12.03%
  • Mean
    7.47%
  • Sharpe Ratio
    0.16%
  • Sortino Ratio
    0.19%

Tata Aggressive Hybrid Fund Regular-Growth Fund Details

Fund Names Tata Aggressive Hybrid Fund Regular-Growth
Inception Date 08 Oct 1995
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
Category Average Annual Returns 2.84
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Tata Aggressive Hybrid Fund Regular-Growth Fund Returns Comparison

Compare Tata Aggressive Hybrid Fund Regular-Growth with other mutual funds in the same category

Tata Aggressive Hybrid Fund Regular-Growth

Bank Of India Aggressive Hybrid Fund Direct-Growth

Bank Of India Aggressive Hybrid Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bank Of India Aggressive Hybrid Fund Direct-Growth trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
Bank Of India Aggressive Hybrid Fund Direct-IDCW trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
Edelweiss Aggressive Hybrid Fund Direct-Growth trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
Edelweiss Aggressive Hybrid Fund Direct-IDCW trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Aggressive Hybrid Fund Direct-Growth increase ₹3,983 3.77% -2.04% 2.36% -1.42% 9.26%
Tata Aggressive Hybrid Fund Regular-IDCW increase ₹3,983 3.69% -2.28% 1.88% -2.35% 8.24%
Tata Aggressive Hybrid Fund Direct-IDCW increase ₹3,983 3.77% -2.04% 2.36% -1.42% 9.26%
Tata Aggressive Hybrid Fund Regular-IDCW Monthly increase ₹3,983 3.69% -2.28% 1.88% -2.35% 8.24%
Tata Aggressive Hybrid Fund Direct-IDCW Monthly increase ₹3,983 3.77% -2.04% 2.36% -1.42% 9.26%
Tata Retirement Savings Fund Moderate Plan Regular-Growth increase ₹2,115 3.60% -2.11% 3.71% 3.48% 11.05%
Tata Retirement Savings Fund Moderate Plan Direct-Growth increase ₹2,115 3.72% -1.77% 4.43% 4.91% 12.60%
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increase growth is based on 1-month returns of the funds

Tata Aggressive Hybrid Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Aggressive Hybrid Fund Direct Plan-Growth trend ₹86,163 ₹354.05 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-Growth trend ₹86,163 ₹317.82 12.47% 9.13% 11.67%
SBI Aggressive Hybrid Fund Direct Plan-IDCW trend ₹86,163 ₹103.60 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-IDCW trend ₹86,163 ₹67.35 12.47% 9.13% 11.67%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 ₹453.78 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-Growth trend ₹50,706 ₹405.98 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly trend ₹50,706 ₹24.44 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 ₹28.14 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 ₹70.17 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly trend ₹50,706 ₹42.57 13.07% 12.93% 14.56%
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Top funds are based on Fund AUM

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Tata Aggressive Hybrid Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.90%₹240.13 Cr
RepoUnspecified5.83%₹232.46 Cr
RepoUnspecified5.83%₹232.46 Cr
RepoUnspecified5.83%₹232.46 Cr
RepoUnspecified5.83%₹232.46 Cr
Reliance Industries LtdEnergy & Utilities5.45%₹227.71 Cr
Reliance Industries LtdEnergy & Utilities5.46%₹227.29 Cr
Bharti Airtel LtdTechnology5.29%₹221.09 Cr
Bharti Airtel LtdTechnology5.30%₹220.67 Cr
Bharti Airtel LtdTechnology5.19%₹215.72 Cr
Bharti Airtel LtdTechnology5.19%₹215.72 Cr
Reliance Industries LtdEnergy & Utilities5.19%₹215.53 Cr
Reliance Industries LtdEnergy & Utilities5.19%₹215.53 Cr
View More

Frequently Asked Questions

Tata Aggressive Hybrid Fund Regular-Growth

What is the current AUM of Tata Aggressive Hybrid Fund Regular-Growth?

As of Wed Sep 30, 2026, Tata Aggressive Hybrid Fund Regular-Growth manages assets worth ₹3,982.6 crore

How has Tata Aggressive Hybrid Fund Regular-Growth performed recently?

  • 3 Months: -2.28%
  • 6 Months: 1.88%

What is the long-term performance of Tata Aggressive Hybrid Fund Regular-Growth?

  • 3 Years CAGR: 8.24%
  • 5 Years CAGR: 7.08%
  • Since Inception: 14.03%

What is the portfolio composition of Tata Aggressive Hybrid Fund Regular-Growth?

Equity: 74.19%, Debt: 20.61%, Others: 5.20%.

Who manages Tata Aggressive Hybrid Fund Regular-Growth?

Tata Aggressive Hybrid Fund Regular-Growth is managed by Murthy Nagarajan from Tata Mutual Fund.

What is the market-cap allocation of Tata Aggressive Hybrid Fund Regular-Growth?

Large Cap: 74.31%, Mid Cap: 14.91%, Small Cap: 10.78%.

Which are the top companies Tata Aggressive Hybrid Fund Regular-Growth has invested in?

  • Repo – 5.90% of the fund's portfolio
  • Repo – 5.90% of the fund's portfolio
  • Repo – 5.90% of the fund's portfolio
  • Repo – 5.90% of the fund's portfolio
  • Repo – 5.90% of the fund's portfolio

Which are the major sectors Tata Aggressive Hybrid Fund Regular-Growth focuses on?

  • Unspecified – 70.52% of the fund's portfolio
  • Energy & Utilities – 21.29% of the fund's portfolio
  • Technology – 20.97% of the fund's portfolio
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