SM
Satish MishraLead
Since Nov 2019
AUM managed
₹11,718.45Cr
Tenure
Since Nov 2019
Funds
3
Tata Aggressive Hybrid Reg Gr
Aggressive Hybrid FundTata Mutual Fund
NAV
₹421.02
+0.38% today
AUM
₹4,069.01 Cr
Fund size
Expense
2.24%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank#24 of 29
Risk-o-meterVery High Risk
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR (100%)
Number of holdings49
Inception08 Oct 1995
Exit load0.5
Risk metrics
Alpha-1.82
Beta1.15
Sharpe ratio0.24
Standard deviation11.72%
Sortino ratio0.33
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
MN
Since Apr 2017
AUM managed
₹34,481.58Cr
Tenure
Since Apr 2017
Funds
16
AS
Since Jun 2026
AUM managed
₹1,06,741.71Cr
Tenure
Since Jun 2026
Funds
20
About Tata Aggressive Hybrid Reg Gr
Tata Aggressive Hybrid Reg Gr is an open-ended Aggressive Hybrid Fund mutual fund scheme offered by Tata Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹421.02 per unit and the scheme manages ₹4,069.01 Cr in assets under management. The fund charges an expense ratio of 2.24% and is benchmarked against CRISIL Hybrid 35+65 - Agg TR INR (100%). Over the trailing 5 years, Tata Aggressive Hybrid Reg Gr has delivered +6.20% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Tata Aggressive Hybrid Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -1.29% | -2.82% |
| 3 months | -4.20% | -2.90% |
| 6 months | -1.44% | +1.15% |
| 1 year | -4.25% | -1.94% |
| 3 years | +6.36% | +9.21% |
| 5 years | +6.20% | +7.99% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -4.36% |
| 3 months | +3.77% | -1.91% |
| 6 months | +0.40% | +7.69% |
| 1 year | +3.30% | -0.02% |
| 3 years | +28.12% | +28.43% |
| 5 years | +56.13% | +46.61% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Tata Aggressive Hybrid Reg Gr — frequently asked questions
What is the NAV of Tata Aggressive Hybrid Reg Gr?
The latest net asset value (NAV) of Tata Aggressive Hybrid Reg Gr is ₹421.02 per unit, +0.38% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Tata Aggressive Hybrid Reg Gr delivered?
Tata Aggressive Hybrid Reg Gr has returned +6.20% over the trailing 5 years (1 year: -4.25%, 3 years: +6.36%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Tata Aggressive Hybrid Reg Gr?
Tata Aggressive Hybrid Reg Gr charges an expense ratio of 2.24% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Tata Aggressive Hybrid Reg Gr?
SEBI's riskometer classifies Tata Aggressive Hybrid Reg Gr as Very High Risk, which is typical for a Aggressive Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Tata Aggressive Hybrid Reg Gr?
You can start a SIP in Tata Aggressive Hybrid Reg Gr from ₹100 per month, and the minimum lumpsum investment is ₹5,000.
Who manages Tata Aggressive Hybrid Reg Gr?
Tata Aggressive Hybrid Reg Gr is managed by Tata Mutual Fund, holds ₹4,069.01 Cr in assets under management and invests across 49 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Tata Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Aggressive Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF277K01303
- Scheme code
- FSGBR071BK