Should I invest in Tata Aggressive Hybrid Fund?

We don't give personal investment advice. Tata Aggressive Hybrid Fund -Direct Plan- Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.1%. 5-year CAGR: 10.20%.

Tata

Tata Aggressive Hybrid Fund -Direct Plan- Growth Option

Latest NAV

₹480.6998

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.55%	+4.36%	-3.81	3 / 30	Q1
1W	-0.58%	+2.94%	-3.52	2 / 30	Q1
2W	+1.04%	+4.15%	-3.11	5 / 30	Q1
1M	-0.45%	+3.24%	-3.68	8 / 30	Q2
3M	-2.06%	+3.65%	-5.72	19 / 30	Q3
6M	-4.66%	+0.91%	-5.57	19 / 30	Q3
YTD	-5.99%	+0.57%	-6.57	25 / 30	Q4
1Y	-0.33%	+5.12%	-5.45	18 / 30	Q3
2Y	+2.36%	+6.03%	-3.67	25 / 30	Q4
3Y	+9.45%	+13.60%	-4.15	29 / 30	Q4
4Y	+10.92%	+13.47%	-2.55	24 / 29	Q4
5Y	+10.20%	+12.07%	-1.86	20 / 27	Q3
7Y	+11.05%	+13.22%	-2.17	17 / 25	Q3
10Y	+10.72%	+12.69%	-1.97	14 / 19	Q3
Inception	+12.44%	+12.86%	-0.42	18 / 30	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.99%	-3.75%	-2.24	24 / 29
2025	+6.56%	+10.33%	-3.77	16 / 30
2024	+14.42%	+17.99%	-3.57	26 / 30
2023	+16.80%	+21.88%	-5.07	27 / 30
2022	+8.98%	+3.88%	+5.10	5 / 28
2021	+24.61%	+26.63%	-2.02	15 / 27
2020	+12.04%	+15.17%	-3.13	20 / 26
2019	+7.88%	+9.11%	-1.22	16 / 24
2018	-0.53%	-1.88%	+1.35	10 / 20
2017	+19.95%	+25.86%	-5.91	17 / 20
2016	+4.27%	+6.34%	-2.07	12 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.95%

152 windows

min -21.3% · max 65.3%

87% positive

3-Year rolling

+12.82%

127 windows

min -4.0% · max 27.0%

98% positive

5-Year rolling

+12.34%

103 windows

min -0.1% · max 19.8%

99% positive

7-Year rolling

+11.82%

79 windows

min 8.6% · max 14.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.50%

3-year · annualised

Sharpe ratio

0.30

vs risk-free 6.5%

Sortino ratio

0.45

Downside-only deviation

Max drawdown

-14.15%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹480.6998
2 Jun 2026	₹481.2837
1 Jun 2026	₹478.6330
29 May 2026	₹482.2516
27 May 2026	₹485.6622
26 May 2026	₹484.0688
25 May 2026	₹484.7347
22 May 2026	₹480.5151
21 May 2026	₹477.2387
20 May 2026	₹477.0752

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Tata Aggressive Hybrid Fund -Direct Plan- Growth Option is ₹480.6998. It's a Aggressive Hybrid Fund from Tata, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Aggressive Hybrid Fund -Direct Plan- Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Tata Aggressive Hybrid Fund -Direct Plan- Growth Option is managed by Tata. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Aggressive Hybrid Fund -Direct Plan- Growth Option has delivered a absolute return of -0.33% — -5.45 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #18 of 30 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Tata Aggressive Hybrid Fund -Direct Plan- Growth Option has delivered a CAGR of 9.45% — -4.15 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #29 of 30 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Tata Aggressive Hybrid Fund -Direct Plan- Growth Option has delivered a CAGR of 10.20% — -1.86 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #20 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Tata Aggressive Hybrid Fund -Direct Plan- Growth Option exactly 10 years ago would be worth approximately ₹276,860 today — a multiplier of 2.77×, based on the 10-year CAGR of 10.72%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in Tata Aggressive Hybrid Fund -Direct Plan- Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹733,078 today. That's an XIRR (money-weighted annualised return) of 7.94%.

A ₹10,000 monthly SIP for 10 years in Tata Aggressive Hybrid Fund -Direct Plan- Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,085,242 (multiplier 1.74×). XIRR: 10.64%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Aggressive Hybrid Fund -Direct Plan- Growth Option ranks #20 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.07%; this fund delivered 10.20%.

The worst peak-to-trough decline Tata Aggressive Hybrid Fund -Direct Plan- Growth Option has experienced over the last 5-year window is 14.15% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Aggressive Hybrid Fund -Direct Plan- Growth Option averaged 12.34% (best 19.78%, worst -0.06%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.37 — weak risk-adjusted performance.

In calendar year 2025, Tata Aggressive Hybrid Fund -Direct Plan- Growth Option returned 6.56% — lagging the Aggressive Hybrid Fund category average of 10.33% by 3.77 pp. It ranked #16 of 30 in its category that year.

Tata Aggressive Hybrid Fund -Direct Plan- Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Tata Aggressive Hybrid Fund -Direct Plan- Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.1%. 5-year CAGR: 10.20%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.