Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Category: Hybrid: Aggressive
Launch Date: 08-10-1995
AUM:
₹ 3,792.51 Cr
Expense Ratio
2.22%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF277K01303
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
Fund Manager
Murthy Nagarajan, Satish Chandra Mishra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | 1.0 | 7.89 | 9.29 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
438.2042
Last change
3.04 (0.6939%)
Fund Size (AUM)
₹ 3,792.51 Cr
Performance
13.28% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Manager
Murthy Nagarajan, Satish Chandra Mishra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.97 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.78 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.87 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.77 |
| (C) TREPS | 2.72 |
| INFOSYS LIMITED EQ FV RS 5 | 2.61 |
| Kotak Mahindra Bank Limited | 2.59 |
| ULTRATECH CEMENT LIMITED EQ | 2.49 |
| Varun Beverages Ltd | 2.43 |
| RBL BANK LIMITED EQ | 2.34 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.87 |
| Fast Moving Consumer Goods | 8.77 |
| Telecommunication | 6.57 |
| Capital Goods | 5.78 |
| Automobile and Auto Components | 5.6 |
| Information Technology | 3.96 |
| Construction Materials | 3.9 |
| Construction | 3.51 |
| Healthcare | 3.42 |
| Services | 3.03 |