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Scheme Information
Tata Aggressive Hybrid Reg Gr
as of 10 May 2026, 15:21 PM
Scheme Asset Size₹3608.23 Cr
Expense Ratio1.93%
Cash Holding3.02176%
Fund TypeOpen-End
PlanDividend
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR
Launch Date1995-10-08
Exit LoadExit load of 0.50% for investments if redeemed within 30 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
2
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 5.61%
In the last 3 months -2.78%
In the last 6 months -2.77%
In the last 1 Years 1.87%
In the last 3 Years 0.33%
In the last 5 Years 0.66%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Reliance Industries Ltd | Energy | E | 5.40% |
| Bharti Airtel Ltd | Communication Services | E | 5.19% |
| ICICI Bank Ltd | Financial Services | E | 5.12% |
| Larsen & Toubro Ltd | Industrials | E | 3.88% |
| State Bank of India | Financial Services | E | 3.26% |
| Infosys Ltd | Technology | E | 2.87% |
| UltraTech Cement Ltd | Basic Materials | E | 2.56% |
| Tata Consultancy Services Ltd | Technology | E | 2.53% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 2.45% |
| HDFC Bank Ltd | Financial Services | E | 2.43% |
| 6.77% Maharashtra Sgs 2037 | - | BT | 2.32% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.13% |
| Torrent Pharmaceuticals Ltd | Healthcare | E | 2.06% |
| Bank of Baroda | Financial Services | E | 2.06% |
| RBL Bank Ltd | Financial Services | E | 2.01% |
| ITC Ltd | Consumer Defensive | E | 1.99% |
| Axis Bank Ltd | Financial Services | E | 1.93% |
| Vedanta Ltd | Basic Materials | E | 1.81% |
| Varun Beverages Ltd | Consumer Defensive | E | 1.80% |
| Patanjali Foods Ltd | Consumer Defensive | E | 1.69% |
| PI Industries Ltd | Basic Materials | E | 1.68% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 1.54% |
| Tata Corporate Bond Dir Gr | - | FO | 1.53% |
| ICICI Prudential Asset Management Co Ltd | Financial Services | E | 1.36% |
| 6.76% Maharashtra Sgs 2037 | - | BT | 1.29% |
| SANSAR JAN 2025 TRUST | - | BY | 1.23% |
| JSW Cement Ltd | Basic Materials | E | 1.22% |
| LIC Housing Finance Ltd | - | B | 1.21% |
| Tega Industries Ltd | Industrials | E | 1.15% |
| Adani Energy Solutions Ltd | Utilities | E | 1.13% |
| Bajaj Finserv Ltd | Financial Services | E | 1.13% |
| Tata Communications Ltd | Communication Services | E | 1.12% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 1.09% |
| 7.18% Govt Stock 2033 | - | BT | 1.04% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 1.02% |
| Arvind Fashions Ltd | Consumer Cyclical | E | 1.02% |
| IDFC First Bank Ltd | Financial Services | E | 1.01% |
| GMR Airports Limited | - | B | 1.00% |
| 7.38% Govt Stock 2027 | - | BT | 0.99% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 0.98% |
| 7.64% Gujarat Sgs 2031 | - | BT | 0.98% |
| HealthCare Global Enterprises Ltd | Healthcare | E | 0.88% |
| Samvardhana Motherson International Ltd | Consumer Cyclical | E | 0.87% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 0.82% |
| Dabur India Ltd | Consumer Defensive | E | 0.80% |
| MANAPPURAM FINANCE LTD^ | - | DG | 0.75% |
| 7.32% Govt Stock 2030 | - | BT | 0.70% |
| 7.17% Govt Stock 2030 | - | BT | 0.70% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.70% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.70% |
| Can Fin Homes Limited | - | B | 0.69% |
| 5.63% Govt Stock 2026 | - | BT | 0.69% |
| Godrej Properties Limited | - | B | 0.69% |
| Adani Power Limited | - | B | 0.69% |
| SHIVSHAKTI SECURITISATION TRUST | - | BY | 0.68% |
| Jio Credit Limited | - | B | 0.68% |
| 6.48% Govt Stock 2035 | - | BT | 0.67% |
| 7.09% Govt Stock 2054 | - | BT | 0.64% |
| Trualt Bioenergy Ltd | Energy | E | 0.63% |
| 7.09% Govt Stock 2074 | - | BT | 0.63% |
| PNC Infratech Ltd | Industrials | E | 0.59% |
| Greenpanel Industries Ltd Ordinary Shares | Basic Materials | E | 0.57% |
| 7.02% Govt Stock 2031 | - | BT | 0.54% |
| EPACK Durable Ltd | Consumer Cyclical | E | 0.52% |
| 7.8% Gujarat Sdl 2027 | - | BT | 0.28% |
| 7.45% Maharashtra Sgs 2037 | - | BT | 0.27% |
| 7.49% Maharashtra Sgs 2036 | - | BT | 0.21% |
| 7.26% Govt Stock 2032 | - | BT | 0.14% |
| ICICI Home Finance Company Limited | - | B | 0.14% |
| HDFC Ergo General Insurance Company Limited | - | B | 0.14% |
| Nhpc Limited | - | B | 0.14% |
| 7.44% Tamilnadu Sgs 2034 | - | BT | 0.14% |
| 6.92% Govt Stock 2039 | - | BT | 0.13% |
| 7.36% Govt Stock 2052 | - | BT | 0.13% |
| 7.62% Uttarpradesh Sgs 2034 | - | BT | 0.12% |
| Sikka Ports & Terminals Limited | - | B | 0.11% |
| Indian Railway Finance Corporation Limited | - | B | 0.11% |
| 7.63% Maharashtra Sgs 2035 | - | BT | 0.08% |
| 7.63% Maharashtra Sgs 2036 | - | BT | 0.08% |
| 7.42% Tamilnadu Sgs 2034 | - | BT | 0.06% |
| 7.85% Uttarpradesh Sdl 2027 | - | BT | 0.06% |
| 7.53% Westbengal Sgs 2044 | - | BT | 0.04% |
| 8.13% Govt Stock 2045 | - | BT | 0.03% |
| 7.25% Govt Stock 2063 | - | BT | 0.02% |
| 8.3% Govt Stock 2040 | - | BT | 0.02% |
| 7.21% Maharashtra Sgs 2035 | - | BT | 0.02% |
| 7.27% Govt Stock 2026 | - | BT | 0.01223% |
| 6.19% Govt Stock 2034 | - | BT | 0.00827% |
| 7.26% Govt Stock 2029 | - | BT | 0.00826% |
| 7.33% Maharashtra Sdl 2027 | - | BT | 0.00365% |
| 6.57% Govt Stock 2033 | - | BT | 0.00054% |
| C) Repo | - | CR | 1.47% |
| Net Current Liabilities | - | C | 0.06% |
| Granules India Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
75.09%
Debt
21.89%
Cash
3.02%
Equity sector allocation
Loading chart…
Basic Materials
7.85%
Communication Services
6.31%
Consumer Cyclical
6.54%
Consumer Defensive
7.82%
Energy
6.03%
Financial Services
23.58%
Healthcare
2.94%
Industrials
6.72%
Technology
5.4%
Utilities
1.13%
Others
25.68%
Fund House Contact Details
Websitewww.tatamutualfund.com
Phone+91 22 6657 8282
Tata Asset Management Pvt Ltd
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.79%
25.36%
3Y Returns
+25.36%
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.79%
25.36%
3Y Returns
+25.35%
SBI Children's Bnf - IP Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.79%
25.36%
3Y Returns
+24.69%
About Tata Aggressive Hybrid Reg Gr
Investment Objective of the Scheme
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
Key Features of The Fund
5-year return
+10.66%
Fund Manager
Murthy Nagarajan
Risk Profile
Very High Risk
Expense Ratio
1.93%
Fund Size
₹3608.23 Cr
FAQ's
What has been the returns generated by Tata Aggressive Hybrid Reg Gr over different time periods?
The Tata Aggressive Hybrid Reg Gr has given returns
1-Year
1.87
3-Year
9.95
5-Year
10.66
What is the expense ratio of Tata Aggressive Hybrid Reg Gr?
The expense ratio of Tata Aggressive Hybrid Reg Gr is 1.93%.
What is the AUM (Assets Under Management) of Tata Aggressive Hybrid Reg Gr?
The AUM, short for Assets Under Management of Tata Aggressive Hybrid Reg Gr is ₹3608.23 Cr as of 28 May 3113.
What are the top stock holdings of Tata Aggressive Hybrid Reg Gr?
The Tata Aggressive Hybrid Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Reliance Industries Ltd | 5.40% |
| Bharti Airtel Ltd | 5.19% |
| ICICI Bank Ltd | 5.12% |
| Larsen & Toubro Ltd | 3.88% |
| State Bank of India | 3.26% |
| Infosys Ltd | 2.87% |
| UltraTech Cement Ltd | 2.56% |
| Tata Consultancy Services Ltd | 2.53% |
| Kotak Mahindra Bank Ltd | 2.45% |
| HDFC Bank Ltd | 2.43% |
| 6.77% Maharashtra Sgs 2037 | 2.32% |
| Mahindra & Mahindra Ltd | 2.13% |
| Torrent Pharmaceuticals Ltd | 2.06% |
| Bank of Baroda | 2.06% |
| RBL Bank Ltd | 2.01% |
| ITC Ltd | 1.99% |
| Axis Bank Ltd | 1.93% |
| Vedanta Ltd | 1.81% |
| Varun Beverages Ltd | 1.80% |
| Patanjali Foods Ltd | 1.69% |
| PI Industries Ltd | 1.68% |
| Hindustan Unilever Ltd | 1.54% |
| Tata Corporate Bond Dir Gr | 1.53% |
| ICICI Prudential Asset Management Co Ltd | 1.36% |
| 6.76% Maharashtra Sgs 2037 | 1.29% |
| SANSAR JAN 2025 TRUST | 1.23% |
| JSW Cement Ltd | 1.22% |
| LIC Housing Finance Ltd | 1.21% |
| Tega Industries Ltd | 1.15% |
| Adani Energy Solutions Ltd | 1.13% |
| Bajaj Finserv Ltd | 1.13% |
| Tata Communications Ltd | 1.12% |
| Adani Ports & Special Economic Zone Ltd | 1.09% |
| 7.18% Govt Stock 2033 | 1.04% |
| Maruti Suzuki India Ltd | 1.02% |
| Arvind Fashions Ltd | 1.02% |
| IDFC First Bank Ltd | 1.01% |
| GMR Airports Limited | 1.00% |
| 7.38% Govt Stock 2027 | 0.99% |
| Hero MotoCorp Ltd | 0.98% |
| 7.64% Gujarat Sgs 2031 | 0.98% |
| HealthCare Global Enterprises Ltd | 0.88% |
| Samvardhana Motherson International Ltd | 0.87% |
| HDFC Life Insurance Co Ltd | 0.82% |
| Dabur India Ltd | 0.80% |
| MANAPPURAM FINANCE LTD^ | 0.75% |
| 7.32% Govt Stock 2030 | 0.70% |
| 7.17% Govt Stock 2030 | 0.70% |
| Cholamandalam Investment And Finance Company Limited | 0.70% |
| Cholamandalam Investment And Finance Company Limited | 0.70% |
| Can Fin Homes Limited | 0.69% |
| 5.63% Govt Stock 2026 | 0.69% |
| Godrej Properties Limited | 0.69% |
| Adani Power Limited | 0.69% |
| SHIVSHAKTI SECURITISATION TRUST | 0.68% |
| Jio Credit Limited | 0.68% |
| 6.48% Govt Stock 2035 | 0.67% |
| 7.09% Govt Stock 2054 | 0.64% |
| Trualt Bioenergy Ltd | 0.63% |
| 7.09% Govt Stock 2074 | 0.63% |
| PNC Infratech Ltd | 0.59% |
| Greenpanel Industries Ltd Ordinary Shares | 0.57% |
| 7.02% Govt Stock 2031 | 0.54% |
| EPACK Durable Ltd | 0.52% |
| 7.8% Gujarat Sdl 2027 | 0.28% |
| 7.45% Maharashtra Sgs 2037 | 0.27% |
| 7.49% Maharashtra Sgs 2036 | 0.21% |
| 7.26% Govt Stock 2032 | 0.14% |
| ICICI Home Finance Company Limited | 0.14% |
| HDFC Ergo General Insurance Company Limited | 0.14% |
| Nhpc Limited | 0.14% |
| 7.44% Tamilnadu Sgs 2034 | 0.14% |
| 6.92% Govt Stock 2039 | 0.13% |
| 7.36% Govt Stock 2052 | 0.13% |
| 7.62% Uttarpradesh Sgs 2034 | 0.12% |
| Sikka Ports & Terminals Limited | 0.11% |
| Indian Railway Finance Corporation Limited | 0.11% |
| 7.63% Maharashtra Sgs 2035 | 0.08% |
| 7.63% Maharashtra Sgs 2036 | 0.08% |
| 7.42% Tamilnadu Sgs 2034 | 0.06% |
| 7.85% Uttarpradesh Sdl 2027 | 0.06% |
| 7.53% Westbengal Sgs 2044 | 0.04% |
| 8.13% Govt Stock 2045 | 0.03% |
| 7.25% Govt Stock 2063 | 0.02% |
| 8.3% Govt Stock 2040 | 0.02% |
| 7.21% Maharashtra Sgs 2035 | 0.02% |
| 7.27% Govt Stock 2026 | 0.01% |
| 6.19% Govt Stock 2034 | 0.01% |
| 7.26% Govt Stock 2029 | 0.01% |
| 7.33% Maharashtra Sdl 2027 | 0.00% |
| 6.57% Govt Stock 2033 | 0.00% |
| C) Repo | 1.47% |
| Net Current Liabilities | 0.06% |
| Granules India Ltd | - |
In which sectors has Tata Aggressive Hybrid Reg Gr invested in?
The Tata Aggressive Hybrid Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 7.85% |
| Communication Services | 6.31% |
| Consumer Cyclical | 6.54% |
| Consumer Defensive | 7.82% |
| Energy | 6.03% |
| Financial Services | 23.58% |
| Healthcare | 2.94% |
| Industrials | 6.72% |
| Real Estate | - |
| Technology | 5.40% |
| Utilities | 1.13% |
What is the risk level of Tata Aggressive Hybrid Reg Gr?
This is a Aggressive Allocation fund comes with Very High Risk.
Who are the fund managers of Tata Aggressive Hybrid Reg Gr?
Tata Aggressive Hybrid Reg Gr fund managers are Murthy Nagarajan, Satish Mishra.
Is there a minimum SIP amount to invest in Tata Aggressive Hybrid Reg Gr?
The minimum SIP amount to start investment in Tata Aggressive Hybrid Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Tata Aggressive Hybrid Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Tata Aggressive Hybrid Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in Tata Aggressive Hybrid Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Tata Aggressive Hybrid Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Tata Aggressive Hybrid Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Tata Aggressive Hybrid Reg Gr?
The exit load of Tata Aggressive Hybrid Reg Gr is as follows:
Exit load of 0.5%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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