Tata Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by Tata Asset Management Private Limited
3Y Returns (CAGR)
8.35%
Expense Ratio
1.28%
as of 01/08/2026
AUM
₹473.7 Cr
Qtr End: Jun 26
NAV
₹479.757
as of 16/10/2026
3Y Returns (CAGR)
8.35%
Expense Ratio
1.28%
as of 01/08/2026
AUM
₹473.7 Cr
Qtr End: Jun 26
NAV
₹479.757
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.97% | -14.94% | 8.85% |
| 6M | -1.16% | -2.31% | 9.43% |
| 1Y | -4.63% | -4.63% | 11.24% |
| 3Y | 27.22% | 8.35% | 10.56% |
| 5Y | 41.99% | 7.26% | 10.69% |
Scheme Details
- Launch Date
- 30/08/1995
- Fund Age
- 31.1 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Schemes)
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