HYBRID•AGGRESSIVE HYBRID FUND
TATA Aggressive Hybrid Fund
3 Year return
9.83%
NAV on August 10, 2026
506.185
1D Returns
+0.59%
Launched on January 2013(13 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
16.69%₹601
Total Value ₹4,201
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹3,792.5 Cr.
Expense Ratio
1.33% (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
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
AS
Amit Somani
Fund Manager since Oct 2025
MN
Murthy Nagarajan
Fund Manager since Apr 2017
SC
Satish Chandra Mishra
Fund Manager since Nov 2019
Fund House Details
Tata Mutual Fund
Asset management company
AUM
₹2,31,388.31 Cr.
No. of Schemes
184
Setup Date
March 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| ICICI Prudential Equity and Debt Fund | 15.3776% | 5 |
| Bank of India Mid and Small Cap Equity and Debt Fund | 18.6683% | 3 |
| Edelweiss Aggressive Hybrid Fund | 15.0846% | 3 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Payout of IDCW Payout9.2366%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment9.2366%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Payout of IDCW Payout5.1395%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment5.1395%
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
10.0856%
Expense Ratio
1.33%
Fund Manager
Amit Somani
Fund Size
₹3792.5 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
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Address | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://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
What is today's NAV of TATA Aggressive Hybrid Fund?
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 August 10, 2026, is ₹506.185
What is the AUM of TATA Aggressive Hybrid Fund?
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 ₹3792.5 crore.
What is the expense ratio of TATA Aggressive Hybrid Fund?
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 1.33%
What are the returns of TATA Aggressive Hybrid Fund since inception?
The TATA Aggressive Hybrid Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in TATA Aggressive Hybrid Fund?
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 ₹100.
How do I invest in TATA Aggressive Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Aggressive Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Aggressive Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Aggressive Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,201 in 3Y at 9.8261% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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