tata-hybrid-equity-fund-direct-g

Tata Aggressive Hybrid Fund - Direct (G)

  1. Equity
  2. Balanced
  • NAV as on Jul 11, 2025 ₹489.51
  • Total Returns 13.53% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
tata-hybrid-equity-fund-direct-g

Overview of Tata Aggressive Hybrid Fund - Direct (G)

  • Fund House
    Tata Aggressive Hybrid Fund
  • Fund Size
    ₹4,131 Cr
  • Expense Ratio
    0.98%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Tata Aggressive Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Tata Aggressive Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 0.16%
  • 7.82%
  • 4.14%
  • 2.57%
  • 15.31%
  • 17.85%

Category Average

  • 0.85%
  • 11.92%
  • 6.11%
  • 4.83%
  • 17.46%
  • 19%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    22.93%
  • Banks
    20.96%
  • Petroleum Products
    5.7%
  • Telecom-Services
    5.22%
  • IT-Software
    5.14%
  • Pharmaceuticals & Biotech
    4.52%

More about Tata Aggressive Hybrid Fund - Direct (G)

Tata Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Balanced category, managed by Tata Mutual Fund. It was launched on 15 Mar 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹4,131 Crores. The expense ratio is 0.98%.

This fund generated returns of 2.57% in the last 1 year. Since its inception, it has provided an average annual return of 13.53%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Petroleum Products, Telecom-Services and IT-Software.

The top five holdings in this fund include prominent companies such as HDFC Bank, Reliance Industr, Bharti Airtel, ICICI Bank and Reverse Repo.

Fund Managers

  • Satish Chandra Mishra
  • Murthy Nagarajan

Investment Objective

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

tata-hybrid-equity-fund-direct-g

Frequently Asked Questions about Tata Aggressive Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.

  2. Should I invest in {{fund_type}}?

    Yes, if you seek a balanced approach with a mix of growth potential and income.

  3. How long should I stay invested in {{fund_type}}?

    Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but for steady returns, holding for a few years is best.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.

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