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Tata Aggressive Hybrid Fund Direct dividend reinvestment
Hybrid • Aggressive • Direct dividend reinvestment
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct dividend reinvestment
Launched On
01 Jan 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹95.02
+0.2143% (0.30)
AUM
₹4,024 Cr
Expense ratio
0.97%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Consumer Defensive
Industrials
Consumer Cyclical
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,93,078 Cr • Rank #10TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Satish Mishra
Experience: 6.45 yrs • Total AUM: 80,858 Cr
Murthy Nagarajan
Experience: 9.03 yrs • Total AUM: 1,26,977 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.