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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

(Erstwhile Tata Hybrid Equity Fund- Regular Plan - Growth Option)

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Category: Hybrid: Aggressive
Launch Date: 08-10-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.92% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,179.49 Cr As on (31-12-2025)
Turn over: 17.24
NAV as on 02-02-2026

436.2969

-3 (-0.6877%)

CAGR Since Inception

13.49%

CRISIL Hybrid 35+65 Aggressive Index 12.18%

PERFORMANCE of Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Performance (%) Data as on - 02-02-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 4.54 11.12 11.4 10.46 13.49
Benchmark - - - - -
Hybrid: Aggressive 5.74 14.05 12.76 12.28 12.51

Yearly Performance (%)

Nav Movement

Fund Managers

FM-1 Satish Chandra Mishra, FM-2 Murthy Nagarajan

Investment Objective

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

RETURNS CALCULATOR for Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 9.21 0.62 -1.17 1.16 7.5 6.3
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 08-10-1995 4.54 7.2 11.12 11.4 10.46
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.68 11.42 15.59 13.51 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.85 11.28 18.69 19.72 16.51
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 9.41 9.58 13.85 11.92 13.18
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 8.73 10.3 13.87 11.99 12.41
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 7.28 8.54 14.76 13.93 10.45
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 7.17 10.57 16.28 15.06 0.0
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 6.96 8.96 14.13 11.38 10.97
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.81 9.35 15.12 11.5 11.22
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 6.63 8.57 13.35 11.45 12.94

Asset Allocation (%)

PORTFOLIO ANALYSIS of Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Portfolio as on