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Tata Aggressive Hybrid Fund Direct Growth
Hybrid
Aggressive Hybrid
Very High Risk
+12.56%
3Y annualised
+0.03% 1D
NAV: 14 Jan '26
₹502.88
Min. SIP amount
₹100
Fund size
₹4,179.49 Cr
Expense ratio
0.97%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,840 | +3.07% | |
| 3 years | ₹1,80,000 | ₹2,18,293 | +21.27% | |
| 5 years | ₹3,00,000 | ₹4,27,405 | +42.47% | |
| 10 years | ₹6,00,000 | ₹11,64,434 | +94.07% |
Holdings (85)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 5.45% |
| Bharti Airtel Ltd. | Communication | Equity | 5.29% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.91% |
| RBL Bank Ltd. | Financial | Equity | 3.40% |
| Infosys Ltd. | Technology | Equity | 3.20% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.97% |
| HDFC Bank Ltd. | Financial | Equity | 2.85% |
| State Bank of India | Financial | Equity | 2.82% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.63% |
| Ultratech Cement Ltd. | Construction | Equity | 2.42% |
| ITC Ltd. | Consumer Staples | Equity | 2.41% |
| ICICI Bank Ltd. | Financial | Equity | 2.41% |
| Shriram Finance Ltd | Financial | Futures | 2.37% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.31% |
| Maharashtra State | Others | SDL | 2.05% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.99% |
| Axis Bank Ltd. | Financial | Equity | 1.82% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 1.73% |
| PI Industries Ltd. | Chemicals | Equity | 1.73% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.62% |
| Granules India Ltd. | Healthcare | Equity | 1.58% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.50% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.45% |
| Tata Corporate Bond Fund Direct - Growth | NA | Mutual Fund | 1.31% |
| IDFC First Bank Ltd. | Financial | Equity | 1.27% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.22% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.20% |
| Sansar Trust | Others | Sec. Debt | 1.20% |
| Tega Industries Ltd. | Metals & Mining | Equity | 1.17% |
| JSW Cement Ltd. | Construction | Equity | 1.14% |
| Maharashtra State | Others | SDL | 1.14% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.11% |
| Arvind Fashions Ltd. | Textiles | Equity | 1.09% |
| Adani Energy Solutions Ltd. | Energy | Equity | 1.07% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.06% |
| Cummins India Ltd. | Capital Goods | Equity | 1.06% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.06% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.97% |
| GOI | Sovereign | GOI Sec | 0.93% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.90% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.86% |
| Gujarat State | Construction | SDL | 0.86% |
| GOI | Sovereign | GOI Sec | 0.86% |
| GMR Airports Ltd. | Construction | Bonds | 0.85% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.84% |
| PNC Infratech Ltd. | Construction | Equity | 0.80% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 0.66% |
| Tata Communications Ltd. | Communication | Equity | 0.66% |
| EPACK Durable Ltd. | Consumer Discretionary | Equity | 0.63% |
| GOI | Sovereign | GOI Sec | 0.62% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.61% |
| GOI | Sovereign | GOI Sec | 0.60% |
| Jio Credit Ltd. | Financial | NCD | 0.60% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.60% |
| Can Fin Homes Ltd. | Financial | FRB | 0.60% |
| Shivshakti Securitisation Trust | Others | Sec. Debt | 0.60% |
| Godrej Properties Ltd. | Construction | NCD | 0.60% |
| GOI | Sovereign | GOI Sec | 0.59% |
| GOI | Sovereign | CGL | 0.58% |
| TruAlt Bioenergy Ltd. | Energy | Equity | 0.55% |
| Vedanta Ltd. | Metals & Mining | Futures | 0.50% |
| GOI | Sovereign | GOI Sec | 0.47% |
| Anant Raj Ltd. | Construction | Equity | 0.42% |
| Gujarat State | Construction | SDL | 0.25% |
| Maharashtra State | Others | SDL | 0.24% |
| Maharashtra State | Others | SDL | 0.18% |
| HDFC ERGO General Insurance Ltd, | Insurance | Debenture | 0.12% |
| ICICI Home Finance Company Ltd. | Financial | Debenture | 0.12% |
| Tamilnadu State | Others | SDL | 0.12% |
| GOI | Sovereign | GOI Sec | 0.12% |
| NHPC Ltd. | Energy | Debenture | 0.12% |
| GOI | Sovereign | GOI Sec | 0.11% |
| Uttar Pradesh State | Others | SDL | 0.11% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.10% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 0.10% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.08% |
| Maharashtra State | Others | SDL | 0.07% |
| Tamilnadu State | Others | SDL | 0.06% |
| Uttar Pradesh State | Others | SDL | 0.05% |
| West Bengal State | Others | SDL | 0.04% |
| Maharashtra State | Others | SDL | 0.02% |
| GOI | Sovereign | CGL | 0.02% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Maharashtra State | Others | SDL | 0.00% |
| GOI | Sovereign | GOI Sec | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.6% | +13.2% | +11.8% | +13.2% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 36 | 24 | 18 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +14.96% | +19.81% | 49,640.80 | |
JM Aggressive Hybrid Fund Direct Growth | +2.84% | +19.58% | 785.33 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +9.37% | +18.32% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +9.59% | +15.72% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.87% | +15.22% | 2,379.64 | |
| Compare | ||||
Fund management
MNMurthy NagarajanApr 2017 - PresentView details
MN
Murthy Nagarajan
Apr 2017 - Present
View details
SCMSatish Chandra MishraNov 2019 - PresentView details
SCM
Satish Chandra Mishra
Nov 2019 - Present
View details
About Tata Aggressive Hybrid Fund Direct Growth
Tata Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan is the Current Fund Manager of Tata Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,16,851 Cr and the Latest NAV as of 14 Jan 2026 is ₹502.88.
The Tata Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 30 days.
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Investment Objective
The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#14 in India
Total AUM₹2,16,850.85 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,