Add to Cart
Invest at 0% Commission in 1,500+ Direct Mutual Fund Schemes
Home
Mutual FundsTata Aggressive Hybrid Fund Direct - GrowthT
Tata Aggressive Hybrid Fund Direct - Growth
64.85%
5 Year Absolute Returns3Morning Star
2Value Research
T
Tata Aggressive Hybrid Fund Direct - Growth
64.85%5 Year Absolute Returns
5 Year Absolute Returnsas on 10 Jul 2026
3Morning Star
2Value Research
Tata Aggressive Hybrid Fund Direct - Growth is a Hybrid mutual fund scheme launched on 01 Jan 2013. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹5,000. The fund manages total assets worth ₹3,792.50 crores, and the current NAV stands at ₹498.0862 as of 10 Jul 2026. The fund has delivered absolute returns of -0.09% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 9.30%. For 5 years it has given a CAGR of 10.51%. The expense ratio of the fund is 0.84%.
NAV ₹ 498.0862 (+0.84%)
CAGR 10.51%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 39.59 L
10.51%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 9,58,858 (10.51%)
Maturity Value
₹ 39,58,858
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 3,792.50 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹3,792.50 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 3,792.50
Expense Ratio
0.84%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
CRISIL Hybrid 35+65 - Aggressive index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 0.50%, if redeemed within 30 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Murthy Nagarajan | M.COM,PGPMS, ICWA (Inter) |
| Amit Somani | B.Com, PGDBM and CFA Charterholder |
| Satish Chandra Mishra | Mr. Mishra has done B.tech & PGDM |
Fund Objective
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Tata Mutual Fund
No. of Schemes
60
Total AUM
₹ 2,08,254.00 Cr
Contact Details
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Contact Details
022 628277771903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Open NFOs
Sorry, No Data Available at this Moment!
FAQs
When was Tata Aggressive Hybrid Fund launched?
Tata Aggressive Hybrid Fund was launched on 01 Jan 2013.
What is the current NAV of Tata Aggressive Hybrid Fund?
The current NAV of Tata Aggressive Hybrid Fund is ₹498.0862 as of 10 Jul 2026.
What is the AUM of Tata Aggressive Hybrid Fund?
The latest value of AUM of Tata Aggressive Hybrid Fund is ₹3,792.50 crores as of 10 Jul 2026.
What is the rate of return of Tata Aggressive Hybrid Fund?
The return on investment of Tata Aggressive Hybrid Fund is:
- In the past 1Y: -0.09%
- In the past 3Y: 9.30%
- In the past 5Y: 10.51%
What is the expense ratio of Tata Aggressive Hybrid Fund?
The expense ratio of Tata Aggressive Hybrid Fund is 0.84%.
What is exit load of Tata Aggressive Hybrid Fund?
The exit load of Tata Aggressive Hybrid Fund is as follows:
Exit load of 0.50%, if redeemed within 30 days.
What is the portfolio of Tata Aggressive Hybrid Fund?
The portfolio of Tata Aggressive Hybrid Fund includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Tata Aggressive Hybrid Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Tata Aggressive Hybrid Fund is Very High.
Who is the fund manager Tata Aggressive Hybrid Fund?
The fund manager of Tata Aggressive Hybrid Fund is Murthy Nagarajan, Amit Somani, Satish Chandra Mishra.
What is the minimum investment required in Tata Aggressive Hybrid Fund?
If you wish to invest in Tata Aggressive Hybrid Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹5,000.
How to invest in Tata Aggressive Hybrid Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Tata Aggressive Hybrid Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
