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FAQ : Tata Aggressive Hybrid Fund - Regular Plan - Growth

Tata Aggressive Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 8.14 8.9 8.45
Average Rolling Returns(%) 12.02 11.34 12.24 12.55

The Current NAV of Tata Aggressive Hybrid Fund - Regular Plan - Growth is ₹429.29.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Tata Aggressive Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 1.93%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Aggressive Hybrid Fund - Regular Plan - Growth is currently ₹3,608 Crores.

The Top three stocks are Reliance Industries, Bharti Airtel and ICICI Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 36% of fund’s portfolio respectively.

Top three sectors of Tata Aggressive Hybrid Fund - Regular Plan - Growth fund are BFSI, Others and Construction & Infrastructure accounting for 58% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Tata Aggressive Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Aggressive Hybrid Fund.

Satish Chandra Mishra and Murthy Nagarajan manage the Tata Aggressive Hybrid Fund - Regular Plan - Growth Fund.

Tata Aggressive Hybrid Fund - Regular Plan - Growth current PE ratio is 28.37 and PB ratio is 4.92

The asset allocation of Tata Aggressive Hybrid Fund - Regular Plan - Growth is Stocks : 75.05%, Debt : 23.37% and Gold : 1.53%

The minimum SIP amount for Tata Aggressive Hybrid Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00

The exit load for Tata Aggressive Hybrid Fund - Regular Plan - Growth is 0.50% on or before 30 days, Nil after 30 days

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