Tata Aggressive Hybrid Fund Regular Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Rating:
2
Key Metrics
Aum
₹3,792.50 Cr
Expense Ratio
1.63%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
8 Oct 1995
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.09% | -- |
| 3 Months | +2.8% | -- |
| 6 Months | -1.58% | -- |
| 1 Year | +0.22% | +0.22% |
| 2 Years | -- | +0.91% |
| 3 Years | +26.94% | +8.28% |
| 5 Years | +56.12% | +9.32% |
| Since Launch | +5896.02% | +14.23% |
Holdings as on 18 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 192.53 | 5.08 |
| Bharti Airtel | 166.68 | 4.39 |
| F) Repo | 136.98 | 3.61 |
| Reliance Industries | 103.52 | 2.73 |
| Kotak Mahindra Bank | 97.28 | 2.57 |
| Varun Beverages | 86.05 | 2.27 |
| Larsen & Toubro Ltd | 82.87 | 2.19 |
| Maruti Suzuki India | 81.46 | 2.15 |
| AXIS Bank Ltd | 80.75 | 2.13 |
| Mahindra & Mahindra Ltd | 79.79 | 2.10 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.23
Sharpe Ratio
11.89%
Std. Deviation
3.96%
Tracking Error
-2.84%
Alpha
1.15
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Aggressive Hybrid B Growth | +0.88% | +12.74% | +12.82% |
| HSBC Aggressive Hybrid Fund Growth | +4.74% | +12.71% | +10.54% |
| Nippon India Aggressive Hybrid Fund - Growth | +1.38% | +11.33% | +11.25% |
| Tata Aggressive Hybrid Fund Regular Growth | +0.22% | +8.28% | +9.32% |
| Edelweiss Aggressive Hybrid A Growth | +0.88% | +12.71% | +12.76% |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
The Tata Aggressive Hybrid Fund Regular Growth has an AUM of 3792.50 crores & has delivered CAGR of 9.32 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.63%. The minimum investment in Tata Aggressive Hybrid Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Bharti Airtel, F) Repo, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Communications Services, Auto & Truck Manufacturers.
Some of the similar funds are Edelweiss Aggressive Hybrid B Growth, HSBC Aggressive Hybrid Fund Growth, Nippon India Aggressive Hybrid Fund - Growth, Tata Aggressive Hybrid Fund Regular Growth, Edelweiss Aggressive Hybrid A Growth. Tata Aggressive Hybrid Fund Regular Growth has a sharpe ratio of 0.23 & a standard deviation of 11.89%.
FAQs
According to the morning star rating Tata Aggressive Hybrid Fund Regular Growth has a Medium risk & Good return.
Tata Aggressive Hybrid Fund Regular Growth is managed by Murthy Nagarajan,Amit Somani,Satish Mishra.
The expense ratio of Tata Aggressive Hybrid Fund Regular Growth is 1.63%.
The 5 year annualized return on Tata Aggressive Hybrid Fund Regular Growth is 9.32% & it has generated 0.22% in the last 1 year.
The minimum investment in Tata Aggressive Hybrid Fund Regular Growth is 5000 Rs.
Tata Aggressive Hybrid Fund Regular Growth has an AUM of 3792.50 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.