Item: Tata Aggressive Hybrid Fund Regular Monthly Rnvstmnt of Inc Dist cum Cap Wdrl
Rating: 2
Author: Morningstar

Home › Mutual Funds › Tata Mutual Fund › Tata Aggressive Hybrid Fund Regular Monthly Rnvstmnt of Inc Dist cum Cap Wdrl

85.945 (-0.055%)

NAV on September 05, 2025

Category Allocation:
Aggressive Allocation

Total Assets 4,091 cr

Turnover Ratio 73.58%

Expense Ratio 1.92%

Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days

Returns

Min Investment 5,000

Fund Manager Murthy Nagarajan (Since over 8 years) Satish Mishra (Since almost 6 years)

ISIN INF277K01CW4

Fund Family Tata

P/E Ratio 25.79

P/B Ratio 3.46

Launch Date July 26, 2010

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Equity & Debt Fund Direct Plan Growth	439.170	4.77%	44,605 cr	0.96%	Below Average
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	41.040	-3.59%	1,258 cr	0.74%	High
Quant Aggressive Hybrid Fund Growth Option Direct Plan	454.431	-4.37%	2,101 cr	0.76%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
SBI Equity Hybrid Fund Direct Growth	330.120	6.42%	77,794 cr	0.73%	Low
PGIM India Aggresive Hybrid Equity Fund Direct Plan Growth	156.410	5.03%	217 cr	0.77%	Low
ICICI Prudential Equity & Debt Fund Direct Plan Growth	439.170	4.77%	44,605 cr	0.96%	Below Average
Edelweiss Aggressive Hybrid Direct Plan Growth Option	72.870	2.56%	2,994 cr	0.4%	Average
HSBC Aggressive Hybrid Fund Direct Plan Growth Option	63.753	1.88%	5,513 cr	0.82%	High
Kotak Aggressive Hybrid Direct Growth	73.251	1.60%	7,864 cr	0.47%	Above Average