Tata Aggressive Hybrid Fund - Regular Plan - Growth

Scheme 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.

Scheme Details

• Fund manager(s) – Satish Chandra Mishra , Murthy Nagarajan
• Launch date – 05-Jan-1996
• Expense ratio – 1.92% as declared on 30-Nov-2025 (category average is 1.98%)
• Benchmark - CRISIL Hybrid 35+65 - Aggressive Index

• Min SIP amount - ₹150
• Min investment amount (one time- first time) - ₹5000
• Min investment amount (addtional purchase) - ₹1000
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Tata Aggressive Hybrid Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details