What is the current price / NAV of Tata Aggressive Hybrid Fund?
The current NAV of Tata Aggressive Hybrid Fund is ₹492.97, as of 16th July 2025.What are the returns of Tata Aggressive Hybrid Fund?
The Tata Aggressive Hybrid Fund was launched on 1st January 2013. This mutual fund's past returns are as follows:- 1 Year Returns: 2.56%
- 3 Year Returns: 15.93%
- 5 Year Returns: 18.13%
What are the top 5 sectoral holdings of Tata Aggressive Hybrid Fund?
The top sectors Tata Aggressive Hybrid Fund has invested in are as follows:- Private Banks | 16.39%
- G-Sec | 11.05%
- Construction & Engineering | 7.16%
- Oil & Gas - Refining & Marketing | 6.39%
- Telecom Services | 6.35%
What are the top 5 holdings of Tata Aggressive Hybrid Fund?
The top 5 holdings for Tata Aggressive Hybrid Fund are as follows:- HDFC Bank Ltd | 7.51%
- Reliance Industries Ltd | 6.39%
- Bharti Airtel Ltd | 5.11%
- ICICI Bank Ltd | 4.38%
- C) REPO | 3.92%
What is the asset allocation of Tata Aggressive Hybrid Fund?
The asset allocation for Tata Aggressive Hybrid Fund is as follows:- Equity | 71.12%
- Government Securities | 11.05%
- Corporate Debt | 9.02%
- Cash & Equivalents | 6.30%
- Mutual Funds | 1.29%
What is the AUM of Tata Aggressive Hybrid Fund?
The AUM (i.e. assets under management) of Tata Aggressive Hybrid Fund is ₹4130.72 Cr as of 16th July 2025.What is the expense ratio of Tata Aggressive Hybrid Fund?
The expense ratio of Tata Aggressive Hybrid Fund Plan is 0.98 as of 16th July 2025.What is the alpha ratio of Tata Aggressive Hybrid Fund?
The alpha ratio for the Tata Aggressive Hybrid Fund is -0.69
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Tata Aggressive Hybrid Fund?
The volatility or standard deviation for the Tata Aggressive Hybrid Fund is 10.37
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Tata Aggressive Hybrid Fund?
The Sharpe ratio for the Tata Aggressive Hybrid Fund is -0.12
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Tata Aggressive Hybrid Fund?
The Sortino Ratio for the Tata Aggressive Hybrid Fund is -0.01
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Tata Aggressive Hybrid Fund?
The PE ratio of Tata Aggressive Hybrid Fund is 33.24, while category PE ratio is 41.89.
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Tata Aggressive Hybrid Fund Direct Growth
Growth
492.970.21% (+1.05)
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Tata Aggressive Hybrid Fund Performance & Key Metrics
Tata Aggressive Hybrid Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.98 | 33.24 | -0.12 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 41.89 | 0.04 |
Tata Aggressive Hybrid Fund Scheme InfoTata Aggressive Hybrid Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Tata Aggressive Hybrid Fund Peers
Tata Aggressive Hybrid Fund Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Aggressive Hybrid Fund | 2.56% | 15.93% | 13.63% |
| SBI Equity Hybrid Fund | 10.18% | 17.34% | 15.25% |
| ICICI Pru Equity & Debt Fund | 7.63% | 22.87% | 17.77% |
| HDFC Hybrid Equity Fund | 5.24% | 17.22% | 12.84% |
Tata Aggressive Hybrid Fund Returns Comparison
Compare Tata Aggressive Hybrid Fund with any MF, ETF, stock or indexCompare Tata Aggressive Hybrid Fund with any MF, ETF, stock or index
Tata Aggressive Hybrid Fund
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Tata Aggressive Hybrid Fund Asset Allocation
Tata Aggressive Hybrid Fund Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Tata Aggressive Hybrid Fund Sector Distribution
Tata Aggressive Hybrid Fund Sector Distribution
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Tata Aggressive Hybrid Fund Sector Weightage
Tata Aggressive Hybrid Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Tata Aggressive Hybrid Fund Current Holdings
Tata Aggressive Hybrid Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
7.51 %
-1.78 %Holdings
6.39 %
0.69 %Holdings
5.11 %
0.48 %
AMC Profile of Tata Aggressive Hybrid Fund
AMC Profile of Tata Aggressive Hybrid Fund
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
61
Total AUM
₹ 2,03,474.70 Cr.
Tata Aggressive Hybrid Fund Manager Details
Tata Aggressive Hybrid Fund Manager Details
Tata Aggressive Hybrid Fund Manager Profile
Tata Aggressive Hybrid Fund Manager Profile
Satish Chandra Mishra
AUM: ₹10,183.37 Cr.
|
Exp: 12yrs
Murthy Nagarajan
AUM: ₹20,531.98 Cr.
|
Exp: 19yrs
Tata Aggressive Hybrid Fund Manager Performance (0)
Tata Aggressive Hybrid Fund Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
Tata Aggressive Hybrid Fund Tax Implications
Tata Aggressive Hybrid Fund Tax Implications
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Tata Aggressive Hybrid Fund Review & Opinions
Tata Aggressive Hybrid Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%