Tata Aggressive Hybrid Fund
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4–7 yearsInvestment Horizon
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Tata Hybrid Equity Fund Growth mixes stocks and bonds for balanced growth and stability.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation11.9%
Sharpe Ratio-0.20
Beta1.15
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.51%
Reliance Industries LtdEnergy & Infra6.39%
Bharti Airtel LtdServices5.11%
ICICI Bank LtdFinancial Services4.38%
C) RepoUtilities3.92%
Larsen & Toubro LtdCapital Goods3.83%
UltraTech Cement LtdCapital Goods2.52%
Tata Consultancy Services LtdTechnology2.51%
State Bank of IndiaFinancial Services2.38%
Cash / Net Current AssetUtilities2.38%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.91%
Exit Load1
Regulatory & Tax Information
INF277K01303
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)