Investment type
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.
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.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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