Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Tata Aggressive Hybrid Fund Direct Growth
+11.63%
3Y annualised
-0.16% 1D
NAV: 20 Apr '26
₹485.40
Min. for SIP
₹100
Fund size (AUM)
₹3,608.23 Cr
Expense ratio
0.98%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,637 | -0.60% | |
| 3 years | ₹1,80,000 | ₹1,94,888 | +8.27% | |
| 5 years | ₹3,00,000 | ₹3,72,108 | +24.04% | |
| 10 years | ₹6,00,000 | ₹10,55,996 | +76.00% |
Holdings (84)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 5.40% |
| Bharti Airtel Ltd. | Communication | Equity | 5.19% |
| ICICI Bank Ltd. | Financial | Equity | 5.12% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.88% |
| State Bank of India | Financial | Equity | 3.26% |
| Infosys Ltd. | Technology | Equity | 2.87% |
| Ultratech Cement Ltd. | Construction | Equity | 2.56% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.53% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.45% |
| HDFC Bank Ltd. | Financial | Equity | 2.43% |
| Maharashtra State | Others | SDL | 2.32% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.13% |
| Bank Of Baroda | Financial | Equity | 2.06% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 2.06% |
| RBL Bank Ltd. | Financial | Equity | 2.01% |
| ITC Ltd. | Consumer Staples | Equity | 1.99% |
| Axis Bank Ltd. | Financial | Equity | 1.93% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.81% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.80% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 1.69% |
| PI Industries Ltd. | Chemicals | Equity | 1.68% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.54% |
| Tata Corporate Bond Fund Direct - Growth | -- | Mutual Fund | 1.53% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.36% |
| Maharashtra State | Others | SDL | 1.29% |
| Sansar Trust | Others | Sec. Debt | 1.23% |
| JSW Cement Ltd. | Construction | Equity | 1.22% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.21% |
| Tega Industries Ltd. | Metals & Mining | Equity | 1.15% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.13% |
| Adani Energy Solutions Ltd. | Energy | Equity | 1.13% |
| Tata Communications Ltd. | Communication | Equity | 1.12% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.09% |
| GOI | Sovereign | GOI Sec | 1.04% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.02% |
| Arvind Fashions Ltd. | Textiles | Equity | 1.02% |
| IDFC First Bank Ltd. | Financial | Equity | 1.01% |
| GMR Airports Ltd. | Construction | Bonds | 1.00% |
| GOI | Sovereign | GOI Sec | 0.99% |
| Gujarat State | Construction | SDL | 0.98% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.98% |
| Healthcare Global Enterprises Ltd. | Healthcare | Equity | 0.88% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.87% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.82% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.80% |
| Manappuram Finance Ltd. | Financial | Futures | 0.75% |
| GOI | Sovereign | GOI Sec | 0.70% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 0.70% |
| GOI | Sovereign | GOI Sec | 0.69% |
| Can Fin Homes Ltd. | Financial | FRB | 0.69% |
| Adani Power Ltd. | Energy | Debenture | 0.69% |
| Godrej Properties Ltd. | Construction | NCD | 0.69% |
| Jio Credit Ltd. | Financial | NCD | 0.68% |
| Shivshakti Securitisation Trust | Others | Sec. Debt | 0.68% |
| GOI | Sovereign | GOI Sec | 0.67% |
| GOI | Sovereign | GOI Sec | 0.64% |
| GOI | Sovereign | GOI Sec | 0.63% |
| TruAlt Bioenergy Ltd. | Energy | Equity | 0.63% |
| PNC Infratech Ltd. | Construction | Equity | 0.59% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 0.57% |
| GOI | Sovereign | GOI Sec | 0.54% |
| EPACK Durable Ltd. | Consumer Discretionary | Equity | 0.52% |
| Gujarat State | Construction | SDL | 0.28% |
| Maharashtra State | Others | SDL | 0.27% |
| Maharashtra State | Others | SDL | 0.21% |
| ICICI Home Finance Company Ltd. | Financial | Debenture | 0.14% |
| Tamilnadu State | Others | SDL | 0.14% |
| HDFC ERGO General Insurance Ltd, | Insurance | Debenture | 0.14% |
| NHPC Ltd. | Energy | Debenture | 0.14% |
| GOI | Sovereign | GOI Sec | 0.14% |
| GOI | Sovereign | GOI Sec | 0.13% |
| Uttar Pradesh State | Others | SDL | 0.12% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 0.11% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.11% |
| Maharashtra State | Others | SDL | 0.08% |
| Uttar Pradesh State | Others | SDL | 0.06% |
| Tamilnadu State | Others | SDL | 0.06% |
| West Bengal State | Others | SDL | 0.04% |
| GOI | Sovereign | GOI Sec | 0.03% |
| 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 | +11.6% | +12.3% | +11.0% | +12.6% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 40 | 32 | 20 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +7.95% | +19.32% | 46,700.42 | |
JM Aggressive Hybrid Fund Direct Growth | +1.91% | +19.12% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +7.10% | +17.82% | 3,308.91 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +7.59% | +15.60% | 3,700.53 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +3.74% | +15.16% | 2,163.53 | |
| 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 ₹2,00,515 Cr and the Latest NAV as of 20 Apr 2026 is ₹485.40.
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.
;
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₹2,00,515.26 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,