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Aggressive Hybridregulargrowth

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Tata Mutual Fund

₹424.5459

5.13 (+1.22%)

NAV as of 10 Apr 2026

IDCW NAV: ₹75.5854

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week
1 Month
3 Months
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Mar 2026)-1.73%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Mar 2026)

Fund Details

Fund HouseTata Mutual Fund
CategoryAggressive Hybrid
Plan Typeregular
Optiongrowth
AUM₹4,024 Cr
Expense Ratio1.92%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date27 Mar 2026
AMFI Code100414

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.

About This Fund

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option is a Aggressive Hybrid mutual fund offered by Tata Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹4,024 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.92%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations