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HYBRID•AGGRESSIVE HYBRID FUND

TATA Aggressive Hybrid Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment

3 Year return

6.79%
NAV on December 10, 2025
110.0582
1D Returns
-0.01%
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
11.19%₹403
Total Value ₹4,003

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
3

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 Periodic Reinvestment of IDCW Reinvestment

Tata Hybrid Equity Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment is a hybrid fund managed by Tata Mutual Fund. It invests in a portfolio of equity and debt instruments to combine the growth opportunities of equity and steady income from debt. It is an open-ended fund, which means that you can buy and sell units of the fund any time. The expense ratio of the Tata Hybrid Equity Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment is slightly lower than the category average of a hybrid fund. This means that the fund charges lower fees to investors, which can help improve their returns over time.

Investment Objectives of the Scheme

Tata Hybrid Equity Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and debt securities. The fund aims to achieve this by investing at least 65% of its assets in equity shares and the remaining 35% in debt securities. The fund also aims to reinvest all dividends received in order to compound returns for investors.

Key Features of The Fund

5-year return
8.2981%
Expense Ratio
0.98%
Fund Manager
Murthy Nagarajan
Fund Size
₹4156.44 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Tata Hybrid Equity Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment is suitable for investors who are looking for long-term growth with moderate risk. The fund invests in a diversified portfolio of equity and debt securities, which helps reduce risk. However, it is important to note that this fund is still a relatively risky investment, and investors should be prepared for the possibility of losing money.

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.

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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 null on December 10, 2025, is ₹110.0582
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 null, 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 null is 0.98%
The null 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 null 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

₹
₹4,003 in 3Y at 6.7874% returns
SIP Date1st of every month

Your next SIP Payment will be on 11 January 2026

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