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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 · 1.93%Inception · 08-10-1995
NAV
₹422.10
+0.78% · as of 14-05-2026
Since inception
13.24%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹39 Cr
AUM
Expense ratio
1.93%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +13.24% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
RELIANCE INDUSTRIES LIMITED EQ5.40%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.19%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.12%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.88%
STATE BANK OF INDIA EQ NEW RE. 1/-3.26%
INFOSYS LIMITED EQ FV RS 52.87%
ULTRATECH CEMENT LIMITED EQ2.56%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-2.53%
Kotak Mahindra Bank Limited2.45%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.43%
Sector allocation
Financial Services24.33%
Fast Moving Consumer Goods8.45%
Telecommunication6.31%
Oil, Gas & Consumable Fuels5.40%
Information Technology5.40%
Automobile and Auto Components5.00%
Construction4.47%
Construction Materials3.78%
Healthcare2.94%
Metals & Mining1.81%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.2% p.a.₹10,000
10 years
Projected value
₹25,02,786
Invested: ₹12,00,000
Gained: ₹13,02,786
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
S
Satish Chandra Mishra, Murthy Nagarajan
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
₹451.30
1Y
+10.5%
3Y
+14.8%
5Y
+13.9%
Bank of India Mid & Small Cap Equity & Debt Reg Gr
₹40.48
1Y
+9.5%
3Y
+20.2%
5Y
+17.5%
Bandhan Aggr Hyb Fund Reg Gr
₹26.46
1Y
+6.7%
3Y
+14.4%
5Y
+12.8%
HSBC Aggressive Hybrid Fund Reg Gr
₹55.96
1Y
+6.5%
3Y
+13.9%
5Y
+11.4%
Kotak Aggressive Hybrid Fund Reg Gr
₹62.78
1Y
+5.4%
3Y
+13.9%
5Y
+13.0%
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