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HYBRID•AGGRESSIVE HYBRID FUND

TATA Aggressive Hybrid Fund

3 Year return

11.52%
NAV on December 10, 2025
501.9127
1D Returns
-0.02%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
19.92%₹717
Total Value ₹4,317

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,156.44 Cr.
Expense Ratio
0.98% (inclusive of GST)
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Ratings

ARQ Rating
4.5

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

MN

Murthy Nagarajan

Fund Manager since Apr 2017

SC

Satish Chandra Mishra

Fund Manager since Mar 2021

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Equity and Debt Fund19.3879%
5
Bank of India Mid and Small Cap Equity and Debt Fund18.2037%
3
Quant Aggressive Hybrid Fund11.9968%
4

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About TATA Hybrid Equity Fund Direct Plan-Growth

Tata Hybrid Equity Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme from Tata Mutual Fund. This fund presents an attractive opportunity for investors by offering the benefits of diversification through a balanced mix of equity and debt investments. The fund is designed to cater to a wide range of investors with varying risk appetites and investment capabilities. A notable aspect of this fund is its liquidity, as it doesn't impose a lock-in period, providing investors the flexibility to withdraw their investments when necessary.

Investment Objectives of the Scheme

The Tata Hybrid Equity Fund Direct Plan-Growth seeks to provide steady returns by tactically investing in a mix of equity and fixed income instruments. This strategy balances the growth potential of equity investments with the stability of debt instruments.

Key Features of The Fund

5-year return
14.2982%
Expense Ratio
0.98%
Fund Manager
Murthy Nagarajan
Fund Size
₹4156.44 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you're aiming for long-term capital appreciation and prefer a diversified investment approach, the Tata Hybrid Equity Fund Direct Plan-Growth could be an ideal choice. The fund invests predominantly in equity and equity-related instruments (between 65% to 80%) and maintains a smaller allocation (between 20% to 35%) in fixed-income instruments. As always, it is essential to match your investments with your financial goals, risk tolerance, and investment timeline.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Aggressive Hybrid Fund on December 10, 2025, is ₹501.9127
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Aggressive Hybrid Fund, is ₹4156.44 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Aggressive Hybrid Fund is 0.98%
The TATA Aggressive Hybrid Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Aggressive Hybrid Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,317 in 3Y at 11.5234% returns
SIP Date1st of every month

Your next SIP Payment will be on 11 January 2026

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