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Fund Family
Category
Scheme
Tata Aggressive Hybrid Fund - Regular (IDCW)
Summary Info
Fund Name : Tata Mutual Fund
Scheme Name : Tata Aggressive Hybrid Fund - Regular (IDCW)
AMC : Tata Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 30-Aug-95
Fund Manager : Satish Chandra Mishra
Net Assets:(Rs in cr) 3930.21
NAV Graph
NAV Details
NAV Date : 25-Aug-26
NAV [Rs] : 79.46
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
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.
Latest Payouts
  Dividends Bonus
Ratio 105.8 % NA
Record Date 12-Mar-26 NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 5000
Increm.Investment (Rs) : 1000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 0.46 2.55 4.21 0.54 2.87 3.61 3.86 13.67
Category Avg 0.55 3.32 4.03 2.68 6.10 11.64 10.58 11.69
Category Best 1.59 6.39 8.66 16.97 26.79 23.90 22.69 33.25
Category Worst -0.65 -0.04 -1.83 -6.07 -7.77 0.55 3.86 1.12
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  0.7383 3.4982 -0.1826 -2.8410 -0.0073
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Asset Allocation
Holdings 31-Jul-26
Company Name % Hold
ICICI Bank 4.75
Bharti Airtel 4.01
HDFC Bank 3.52
Reliance Industr 2.66
M & M 2.25
Coforge 2.19
Glaxosmi. Pharma 2.13
Britannia Inds. 2.01
Varun Beverages 1.91
Axis Bank 1.88
Infosys 1.87
Adani Energy Sol 1.83
Maruti Suzuki 1.81
Vedanta Aluminiu 1.73
Health.Global 1.71
SBI 1.57
B H E L 1.55
Larsen & Toubro 1.50
Kotak Mah. Bank 1.49
JSW Cement 1.49
Billionbrains 1.48
Hind.Aeronautics 1.48
Hind. Unilever 1.44
ICICI AMC 1.39
IDFC First Bank 1.37
Tata Comm 1.34
Samvardh. Mothe. 1.34
Adani Ports 1.29
Bank of Baroda 1.23
Shriram Finance 1.20
Interglobe Aviat 1.18
Eternal 1.15
Titan Company 1.12
Gujarat Fluoroch 1.11
Premier Energies 1.10
A B B 1.09
Adani Enterp. 1.06
UltraTech Cem. 1.06
Arvind Fashions. 1.04
PB Fintech. 1.02
Dr Reddy's Labs 1.02
B P C L 0.98
Tega Inds. 0.95
PNC Infratech 0.83
Hindustan Zinc 0.82
TruAlt Bioenergy 0.61
Epack Durable 0.55
LIC Housing Fin. 1.11
Cholaman.Inv.&Fn 1.03
GMR Airports 0.94
Godrej Propert. 0.64
Adani Power 0.63
S I D B I 0.63
Jio Credit 0.62
HDFC Ergo Gener 0.13
NHPC Ltd 0.13
ICICI Home Fin 0.13
I R F C 0.10
GSEC2036 2.31
Maharashtra 2037 1.21
GSEC2033 0.98
GSEC2027 0.90
GSEC2030 0.66
GSEC2030 0.65
GSEC2035 6.48 0.62
GSEC2054 0.61
GSEC2074 0.60
GSEC2031 0.50
Gujarat 2027 0.26
Maharashtra 2037 0.25
TAMIL NADU 2034 0.13
Gsec2039 0.13
GSEC2032 0.13
GSEC2052 0.13
Uttar Pradesh 2034 0.12
Maharashtra 2035 0.08
Maharashtra 2036 0.08
Maharashtra 2030 0.07
UTTAR PRADESH 2027 0.05
West Bengal 2044 0.04
Gujarat 2031 0.03
Tamil Nadu 2034 0.02
MAHARASHTRA 2035 0.02
Gsec2037 7.25 0.02
GSEC2045 0.02
GSEC2040 0.02
GSEC2029 0.01
GSEC2034 0.01
MAHARASHTRA 2027 0.00
GSEC2033 0.00
Reverse Repo 0.26
Sansar Trust 0.86
Shivshakti Securitisation Trust 0.62
Birla Group 1.22
IGH Holdings 1.22
Net CA & Others 3.52
Tata Corporate Bond Fund - Dir (G) 1.44
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Ganesh S Shanbhag – AMFI Registered Mutual Fund Distributor. Registration Number – ARN-0988 – Valid Till 01/JUL/ 2027, Date of initial registration: 02/DEC/2004
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