Tata Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
9.52%
Expense Ratio
1.34%
as of 01/07/2026
AUM
₹591.31 Cr
Qtr End: Mar 26
NAV
₹500.189
as of 17/07/2026
3Y Returns (CAGR)
9.52%
Expense Ratio
1.34%
as of 01/07/2026
AUM
₹591.31 Cr
Qtr End: Mar 26
NAV
₹500.189
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.05% | 12.75% | 9.97% |
| 6M | -0.17% | -0.34% | 13.83% |
| 1Y | 1.72% | 1.72% | 10.85% |
| 3Y | 31.37% | 9.52% | 10.42% |
| 5Y | 57.30% | 9.48% | 10.67% |
Scheme Details
- Launch Date
- 30/08/1995
- Fund Age
- 30.9 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.
Bandhan Aggressive Hybrid Fund - Direct - Growth
3Y CAGR15.24%
TER0.91%
AUM₹54.5 Cr
SBI EQUITY HYBRID FUND - Direct - Growth
3Y CAGR13.52%
TER0.80%
AUM₹4,784.43 Cr
ICICI Prudential Equity & Debt Fund - Direct - Growth
3Y CAGR15.33%
TER1.05%
AUM₹12,527.3 Cr
Quant Aggressive Hybrid Fund - Direct - Growth
3Y CAGR15.18%
TER1.36%
AUM₹739.85 Cr
Mirae Asset Aggressive Hybrid Fund - Direct - Growth
3Y CAGR12.31%
TER0.60%
AUM₹1,832.67 Cr
HSBC Aggressive Hybrid Fund - Direct - Growth
3Y CAGR14.06%
TER0.93%
AUM₹373.58 Cr
Kotak Aggressive Hybrid Fund - Direct - Growth
3Y CAGR14.25%
TER0.47%
AUM₹951.03 Cr