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Tata Aggressive Hybrid Fund

Tata Aggressive Hybrid Fund

Hybrid: Aggressive Hybrid | Growth

5Y CAGR

+6.20%

Fund Size

₹3,982.56 Cr

Min. Investment

₹100

Score

29%

QUICK FUND SUMMARY

Tata Aggressive Hybrid Fund Growth is a hybrid mutual fund managing assets worth ₹3,982.56 Cr. The current NAV is ₹421.02 as of Oct 15. It has delivered a 5-year CAGR of 6.20%. Investors can start with a minimum SIP amount of ₹100.

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Tata Aggressive Hybrid Fund Details

Fund Size

₹3,982.56 Cr

Type

Hybrid: Aggressive Hybrid

Minimum Investment

₹100

NAV (Oct 15)

₹421.02

Plan Type

Regular

Launch Date

08 Oct 1995

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.12%

Withdrawal Charge

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Tata Aggressive Hybrid Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Tata Aggressive Hybrid Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Tata Aggressive Hybrid Fund
Tata Aggressive Hybrid Fund
-4.25%+6.34%+6.20%
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Aggressive Hybrid Fund
-2.94%+11.41%+11.93%
UTI Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund
-3.42%+8.83%+8.69%
Kotak Aggressive Hybrid Fund
Kotak Aggressive Hybrid Fund
-1.82%+10.51%+9.32%

Returns Calculator

Monthly Investment

₹

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹363

Your Total Value could have reached:

₹3,963

Tata Aggressive Hybrid Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Tata Aggressive Hybrid Fund

Tata Aggressive Hybrid Fund is a Growth Hybrid mutual fund managed by Tata Mutual Fund. It follows a Medium Value Momentum Quality investment strategy. The fund is rated 29/100 on the CRISP scale.

The current NAV of Tata Aggressive Hybrid Fund is ₹421.02 as of Oct 15.

You can invest in Tata Aggressive Hybrid Fund directly on PhonePe Invest by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Tata Aggressive Hybrid Fund is ₹100.

The expense ratio of Tata Aggressive Hybrid Fund is 2.12%.

Tata Aggressive Hybrid Fund has an exit load as follows: for units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Tata Aggressive Hybrid Fund has a CRISP Score of 29/100, indicating Low consistency, relative risk within the acceptable range, investment style Medium on Value, Momentum, and Quality factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

The taxation of Tata Aggressive Hybrid Fund depends entirely on its underlying allocation to domestic equities. Aggressive Hybrids (Equity ≥ 65%) are taxed exactly like equity funds: 20% STCG if held ≤ 12 months; 12.5% LTCG if held > 12 months. Conservative Hybrids (Equity ≤ 35%) are taxed exactly like debt funds: all gains taxed at your income tax slab rate. For hybrid funds with equity exposure between 35% and 65%, the minimum holding period to qualify for LTCG is more than 24 months, with gains taxed at a flat 12.5%. Anything less than 24 months is deemed as STCG and taxed at applicable income tax slab rates. For units purchased prior to 1 April 2023: LTCG - 12.5% (if held for 24 months); STCG - Slab rate. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.