Tata Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Aggressive Hybrid Growth Direct Plan

NAV
₹506.6626
+0.36%
(20 Nov)
AUM
4,156 Cr
TER
0.98%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+14.1%
+11.2%
+8.0%
+6.8%
+4.4%
+2.1%
3Y
+20.1%
+18.9%
+15.1%
+12.4%
+20.3%
+21.1%
5Y
+25.3%
+20.2%
+16.7%
+15.7%
+22.5%
+20.6%
ALL
+17.7%
+14.7%
+12.8%
+13.5%
+16.6%
+14.3%
VOL
11.9%
12.6%
-
11.8%
14.4%
14.1%
TER
0.9%
0.4%
-
1.0%
0.7%
0.7%
AUM
₹48,071 Cr
₹3,317 Cr
-
₹4,156 Cr
₹1,326 Cr
₹816 Cr
INFO
1.48
1.17
-
1.14
1.16
1.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Aggressive Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Bharti Airtel Ltd
5.2%
Reliance Industries Ltd
5.2%
Larsen & Toubro Ltd
3.9%
RBL Bank Ltd
3.5%
Infosys Ltd
3.2%
Tata Consultancy Services Ltd
2.9%
HDFC Bank Ltd
2.9%
Cash / Net Current Asset
2.8%
State Bank of India
2.7%
Kotak Mahindra Bank Ltd
2.5%
Top industry exposure
Financial Services
19.2%
Consumer Defensive
9.0%
Consumer Cyclical
8.1%
Industrials
7.6%
Basic Materials
6.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
29%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund objective
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term.
Fund manager(s)
Murthy Nagarajan
Satish Mishra

FAQs