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(%) | 3.3 | 8.61 | 8.1 | 9.2 |
| Average Rolling Returns(%) | 11.57 | 11.26 | 12.14 | 12.40 |
The Current NAV of Tata Aggressive Hybrid Fund - Regular Plan - Growth is ₹434.80.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Tata Aggressive Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 1.61%
The process for redemption is
The AUM of Tata Aggressive Hybrid Fund - Regular Plan - Growth is currently ₹4,069 Crores.
The Top three stocks are ICICI Bank, Bharti Airtel and HDFC Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 26% of fund’s portfolio respectively.
Top three sectors of Tata Aggressive Hybrid Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 34.03 and PB ratio is 7.67
The asset allocation of Tata Aggressive Hybrid Fund - Regular Plan - Growth is Stocks : 71.35%, Debt : 24.80% and Gold : 3.85%
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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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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