Tata Aggressive Hybrid Fund- Regular Plan - Monthly Payout of IDCW Option

Tata Aggressive Hybrid Fund- Regular Plan - Monthly Payout of IDCW Option is a scheme launched by Tata Mutual Fund on July 23, 2010, and falls under the Aggressive fund category. It currently manages an AUM of Rs 4,011.18 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.92% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Tata Aggressive Hybrid Fund- Regular Plan - Monthly Payout of IDCW Option trailing returns over different times are -6.56% (1 year), 6.38% (3 year) and 10.36% (5 year). The average annual return of this fund stands at -1.15%.