Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Fund House: Tata Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 08-10-1995

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 4179.49 As on (31-12-2025)

Expense Ratio: 1.92% As on (31-12-2025)

Turn over: 81.00% | Exit Load: 1) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL.2) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% 1 3) Redemption after expiry of 365 days from the date of allotment: NIL.

NAV as on 16-01-2026

447.1465

1.299

CAGR Since Inception

13.6%

CRISIL Hybrid 35+65 Aggressive Index 12.27%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 6.6 11.63 12.35 10.81 13.6
Benchmark - - - - -
Hybrid: Aggressive 6.76 14.36 13.3 12.46 12.72

Funds Manager

FM-1 Satish Chandra Mishra, FM-2 Murthy Nagarajan

RETURNS CALCULATORS for Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Tata Aggressive Hybrid Fund Reg Plan Gr 08-10-1995 6.6 8.34 11.63 12.35 10.81
ICICI Pru Equity & Debt Gr 05-11-1999 12.92 13.51 19.17 20.29 16.64
SBI Equity Hybrid Reg Gr 01-12-1995 12.3 11.91 14.33 12.63 12.66
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 10.98 10.48 13.93 12.55 13.27
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 10.8 12.61 15.94 14.09 0.0
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 8.81 11.91 16.66 15.81 0.0
ABSL Equity Hybrid95 Reg Gr 10-02-1995 8.25 9.96 14.52 12.01 11.13
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 7.86 9.7 15.0 14.67 10.53
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 7.81 11.35 16.46 15.86 13.17
Canara Robeco Equity Hybrid Reg Gr 01-02-1993 7.69 9.57 13.68 12.16 12.96

Asset Allocation (%)

Key Performance and Risk Statistics of Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 9.21 0.62 -1.17 1.16 7.5 6.3
Hybrid: Aggressive - - - - - -