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

Tata Aggressive Hybrid Growth Direct Plan

NAV
₹488.5059
-0.00%
(21 Aug)
AUM
4,091 Cr
TER
0.98%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+7.2%
+5.4%
+2.3%
+0.2%
-1.3%
-4.9%
3Y
+20.3%
+19.4%
+15.1%
+12.5%
+21.1%
+22.2%
5Y
+25.1%
+21.9%
+18.0%
+17.1%
+25.0%
+22.6%
ALL
+17.7%
+14.8%
+12.9%
+13.4%
+16.9%
+14.4%
VOL
12.0%
12.7%
-
11.9%
14.5%
14.2%
TER
1.0%
0.4%
-
1.0%
0.7%
0.6%
AUM
₹44,605 Cr
₹2,994 Cr
-
₹4,091 Cr
₹1,258 Cr
₹841 Cr
INFO
1.47
1.17
-
1.13
1.17
1.02
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 Jul
Top holdings
Reliance Industries Ltd
4.9%
Bharti Airtel Ltd
4.9%
HDFC Bank Ltd
4.4%
ICICI Bank Ltd
4.0%
Larsen & Toubro Ltd
3.6%
Cash / Net Current Asset
3.4%
C) Repo
2.8%
RBL Bank Ltd
2.6%
UltraTech Cement Ltd
2.6%
ITC Ltd
2.5%
Top industry exposure
Financial Services
19.6%
Consumer Defensive
9.5%
Industrials
7.5%
Consumer Cyclical
6.8%
Basic Materials
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
Lock-in period
-
Exit load
• 1% for redemption within 365 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