Tata Aggressive Hybrid Fund - Direct - Growth
A Hybrid Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
9.13%
Expense Ratio
0.99%
as of 01/05/2026
AUM
₹591.31 Cr
Qtr End: Mar 26
NAV
₹480.7
as of 03/06/2026
3Y Returns (CAGR)
9.13%
Expense Ratio
0.99%
as of 01/05/2026
AUM
₹591.31 Cr
Qtr End: Mar 26
NAV
₹480.7
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.74% | -2.91% | 16.38% |
| 6M | -5.08% | -9.90% | 13.50% |
| 1Y | -1.63% | -1.63% | 10.51% |
| 3Y | 29.96% | 9.13% | 10.33% |
| 5Y | 60.59% | 9.94% | 10.62% |
Scheme Details
- Launch Date
- 30/08/1995
- Fund Age
- 30.7 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Bandhan Aggressive Hybrid Fund - Direct - Growth | 14.61% | 0.60% | ₹54.5 |
| SBI EQUITY HYBRID FUND - Direct - Growth | 13.43% | 0.71% | ₹4,784.43 |
| ICICI Prudential Equity & Debt Fund - Direct - Growth | 15.81% | 0.92% | ₹12,527.3 |
| Mirae Asset Aggressive Hybrid Fund - Direct - Growth | 12.11% | 0.46% | ₹1,832.67 |
| Kotak Aggressive Hybrid Fund - Direct - Growth | 13.70% | 0.47% | ₹951.03 |
| HSBC Aggressive Hybrid Fund - Direct - Growth | 13.46% | 0.82% | ₹373.58 |
| Edelweiss Aggressive Hybrid Fund - Direct - Growth | 14.75% | 0.47% | ₹427.75 |