Hybrid
●
Aggressive Hybrid
Current NAV
₹431.80
Expense Ratio
1.95%
Min SIP
₹100
Fund Size
₹4091Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil upto 12% of investments and 1% for remaining investments on or before 365D, Nil after 365D
Alpha
-0.11%
Beta
1.07
Sharpe Ratio
0.165795
Risk
11.12%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(-3.10)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Satish Chandra Mishra
Tata Aggressive Hybrid FundTotal assets under management
₹188.19L Crores
Date of incorporation
15 Mar 1994
Ans.
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Ans. The Tata Aggressive Hybrid Fund has an AUM of ₹4090.95 Cr as on 9/5/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.04%. The risk is Very High against the category average of 48.3.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Tata Aggressive Hybrid Fund.
Ans. The expense ratio of Tata Aggressive Hybrid Fund is 1.95%.