
Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
Asset Allocation
Equity: 73.97%Others: 26.03%
Market Cap
Large Cap: 52.09%Small Cap: 11.24%Mid Cap: 8.12%Equity: 2.52%
Number of stocks
96
Top 10 Holdings
64.20% of portfolio
Market Cap of Equity
Large Cap
52.09%
Small Cap
11.24%
Mid Cap
8.12%
Equity
2.52%
As of August 31, 2025
Companies Allocation of Equity
Bharti Airtel Ltd9.89%
Reliance Industries Ltd9.81%
Larsen & Toubro Ltd7.18%
RBL Bank Ltd5.86%
HDFC Bank Ltd5.69%
UltraTech Cement Ltd5.42%
ICICI Bank Ltd5.23%
Infosys Ltd5.13%
ITC Ltd5.11%
Kotak Mahindra Bank Ltd4.89%
Sector Allocation of Equity
Communication Services5.52%
Energy4.91%
Industrials7.72%
Financial Services18.00%
Basic Materials6.69%
Technology4.87%
Consumer Defensive9.47%
Consumer Cyclical8.11%
Healthcare4.86%
Real Estate0.85%
Utilities1.55%
Equity1.41%
SIP Amount
₹
Monthly SIP Date
Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option


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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.