What is Tata Aggressive Hybrid Fund?

Tata Aggressive Hybrid Fund is a type of mutual fund that invests in a mix of equity and debt (bonds or fixed income securities), with a higher allocation towards equities. It aims to provide long-term capital appreciation along with some income generation by predominantly investing in these two asset classes.

What is the difference between a balanced hybrid and an aggressive hybrid?

A balanced hybrid fund typically maintains an equity & equity related instruments allocation of 40% to 60%, while an aggressive hybrid fund invests 65% to 80% of its portfolio in equity & equity related instruments and the rest in debt instruments. The higher equity exposure in aggressive hybrid funds leads to potentially higher returns, but also higher risk compared to balanced hybrid funds.

Is it safe to invest in Tata Aggressive Hybrid Fund?

No investment is entirely risk-free. Tata Aggressive Hybrid Fund carries very high risk because of its significant exposure in equity & equity related instruments. While the exposure in debt instruments is relatively stable, the funds returns can be volatile, especially during market downturns. It is suitable for investors who have a very high-risk appetite.

How does Tata Aggressive Hybrid Fund allocate its investments?

The fund usually allocates 65% to 80% of its net assets in equities and equity-related instruments, while the remaining 20% to 35% of net assets is invested in debt and money market instruments. This mix helps balance growth potential with a cushion of fixed income.

What is the equity debt ratio in Tata Aggressive Hybrid Fund?

The typical equity to debt ratio in Tata Aggressive Hybrid Fund is approximately 70:30 (70% equity and 30% debt), which may vary based on market conditions and the fund managers strategy.

Who should invest in Tata Aggressive Hybrid Fund?

This fund is suitable for investors seeking long-term capital growth and who can tolerate very high levels of risk. It is suitable for those seeking to benefit from equity markets while also having some relative stability through debt investments.

What are the advantages of Tata Aggressive Hybrid Fund?

Diversification across equity and debt reduces risk compared to pure equity funds. Professional fund management and periodic rebalancing. Potential for returns than debt-only funds due to significant equity exposure. Simplifies asset allocation for investors.

What is the risk level of Tata Aggressive Hybrid Fund?

The risk level is generally classified as very high, owing to its greater allocation in equities. While debt investments offer some risk mitigation, investors should be prepared for fluctuations in fund value.

What is the minimum SIP and lump sum amount for Tata Aggressive Hybrid Fund?

Minimum investment amounts may vary over time, but typically: Minimum SIP (Systematic Investment Plan) amount: Rs.100 per month Minimum lump sum investment: Rs.5,000 Investors should check the latest scheme related documents for up-to-date minimum requirements.

How to invest in Tata Aggressive Hybrid Fund online?

You can invest online through the official Tata Mutual Fund website by creating an investor account and following the application process. Complete your KYC (Know Your Customer) process before investing, if not already done.

Tata Aggressive Hybrid Fund Direct Growth Plan

Overview

Fund Size (AUM)

₹4011.18 Cr

as on 31 Aug 2025

CAGR

-0.36%

1 Year

as on 31 Jul 2025

Expense Ratio

0.98 %

as on 31 Jul 2025

Fund Age

29 years 10 months

since 08 Oct 1995

Exit Load

0.50% of NAV

After 30 days

Similar Funds

Tata Nifty Midcap 150 Index Fund

INCEPTION

02 Jun 2025

FUND SIZE (AUM)

110.4600 Cr

BENCHMARK

Nifty Midcap 150 Index (TRI)

RETURNS

1 YEAR

3 YEARS

5 YEARS

Tata BSE Quality Index Fund

INCEPTION

17 Mar 2025

FUND SIZE (AUM)

48.5900 Cr

BENCHMARK

BSE Quality Total Return Index (TRI)

RETURNS

1 YEAR

3 YEARS

5 YEARS

Tata BSE Select Business Groups Index Fund

INCEPTION

25 Nov 2024

FUND SIZE (AUM)

203.7600 Cr

BENCHMARK

BSE Select Business Groups Index

RETURNS

1 YEAR

3 YEARS

5 YEARS

Tata India Innovation Fund

INCEPTION

11 Nov 2024

FUND SIZE (AUM)

1725.7600 Cr

BENCHMARK

Nifty 500 TRI

RETURNS

1 YEAR

3 YEARS

5 YEARS

Tata Nifty Capital Markets Index Fund

INCEPTION

07 Oct 2024

FUND SIZE (AUM)

308.3500 Cr

BENCHMARK

Nifty Capital Markets Index (TRI)

RETURNS

1 YEAR

3 YEARS

5 YEARS

Tata Nifty200 Alpha 30 Index Fund

INCEPTION

05 Sep 2024

FUND SIZE (AUM)

210.0000 Cr

BENCHMARK

Nifty 200 Alpha 30 TRI

RETURNS

1 YEAR

3 YEARS

5 YEARS

Summary

Balanced funds also known as Hybrid funds invest in combination of debt & equity instruments to provide a portfolio which combines the growth opportunities of equity & steady income from the debt. It also helps in a diversified portfolio which is lower in volatility as compared to equity funds & also provides potentially higher return opportunities than debt funds.

Tata Aggressive Hybrid Fund aims at seeking a combination of equity & debt investments which optimize the returns of the portfolio and at the same time manages the volatility of fund. The scheme actively manages the combination of the equity & debt investments depending upon the existing market conditions & outlook. It aims to seek an optimum combination of capital appreciation & income opportunities.

Investment Philosophy

While investing in equities, the Fund emphasises on investment in well managed, high-quality companies with above average growth prospects that can be purchased at a reasonable price. Typically, these companies are highly competitive, with a large and growing market share. In selecting specific stocks, various criteria such as networth, consistent growth, strong cash flows, high return on capital etc. are considered.
The fund follows a bottom-up approach to invest in companies based on various criteria including sound professional management, track record, industry scenario, growth prospects, liquidity of the securities, etc.
Investment in fixed income securities will be mainly in investment grade listed / to be listed securities. The Scheme will emphasise on well managed, good quality companies with above average growth prospectus whose securities can be purchased at a good yield and whose debt securities are concerned investments (wherever possible) will be mainly in securities listed as investments grade by a recognised authority.

Portfolio Positioning and Construction

Portfolio Size: Optimal portfolio size of 25-35 stocks constructed on a bottom up basis.
Stocks in the Portfolio: The portfolio is a mix of steady compounders and businesses where we expect strong earnings growth over the next few years and where consensus is behind/below our estimates along with room for valuations to improve based on the earnings growth triggers going forward.
Bottom-up Stock Picking: Our Visibility and conviction on triggers with the market not acknowledging the triggers playing out is the key to the stocks being classified as GARP today. The entire portfolio is built with a bottom-up approach.
Sectors Avoided: The fund manager generally avoids cyclical sectors with potential for high debt. The fund manager also generally avoids investing in commodities based businesses as they are influenced by too many factors such as demand and supply and global economic conditions.
Portfolio Turnover: The fund manager generally takes a buy and hold approach to investments.

Exit Load

1. On or before 30 days from the date of allotment: 0.50%.
2. After 30 days from the date of allotment: NIL.

Minimum Investment Amount

SIP

₹ 100

Lumpsum

₹ 5,000

Key Measures**	Fund	Benchmark
Standard Deviation	9.97	8.84
Sharp Ratio	0.71	0.85
Portfolio Beta	1.07	NA
R Squared	0.95	NA
Treynor	0.56	NA
Jenson	-0.08	NA

Portfolio Macauley Duration
Modified Duration
Average Maturity
YTM*	NA

				Current value of ₹10,000 invested
	Annualized (%)	CRISIL Hybrid 35+65 Aggressive IndexBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)	Annualized (%)	CRISIL Hybrid 35+65 Aggressive IndexBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)
Since Inception	13.51%	12.47%	13.38%	₹49,253	₹43,884	₹48,568
Last 5 Years	17.44%	15.67%	18.88%	₹22,352	₹20,712	₹23,751
Last 3 Years	13.91%	13.44%	14.29%	₹14,794	₹14,612	₹14,946
Last 1 Year	-0.36%	2.07%	0.54%	₹9,964	₹10,207	₹10,054

Our funds

Explore all funds

Equity funds

Debt funds

Hybrid funds

Index funds

ETF Funds

Liquid funds

Overnight Funds

Solutions funds

Tax Saving/ELSS funds

Related Links

Index Funds

All

Thematic

Debt

Commodities

Market Cap

Learn about Index funds

Index fund screener

Learn

Desh Kare Nivesh

Sahi Investment Plan

Podcasts

Expert Speaks

Mutual Funds For NRI

Blogs

Market Analysis

Systematic Investment Plan

Spotlight

Index Funds Simple Hai

Tools and Services

All Calculators

Retirement Corpus Calculator

Goal planner

SIP Calculator

SIP Top Up Calculator

SWP (Systematic Withdrawal Plan) Calculator

Rolling Returns Calculator

Point to Point Returns

SIP Past Returns calculator

Returns Calculator

Spotlight

Connect

About us

FAQs

Raise a Query

Contact/Locate Us

Feedback

Media & Press Release

Our contact

Our funds

Explore all funds

Equity funds

Debt funds

Hybrid funds

Index funds

ETF Funds

Liquid funds

Overnight Funds

Solutions funds

Tax Saving/ELSS funds

Related Links

Index Funds

All

Thematic

Debt

Commodities

Market Cap

Learn about Index funds

Index fund screener

Learn

Desh Kare Nivesh

Sahi Investment Plan

Podcasts

Expert Speaks

Mutual Funds For NRI

Blogs

Market Analysis

Systematic Investment Plan