Tata Aggressive Hybrid Reg IDCW-P
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Amit Somani
Mr. Amit Somani has experience of 23 years. Manages 113 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹165 Cr Holds a PGDBM degree.
73 years
Combined Team Experience
₹ 4,782 Cr
Assets Under Management
Murthy Nagarajan
Co-Portfolio ManagerMr. Murthy Nagarajan has experience of 30 years. Manages 80 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹4,617 Cr Holds a PGPMS degree.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)