Should I invest in Tata Aggressive Hybrid Fund?

We don't give personal investment advice. Tata Aggressive Hybrid Fund- Regular 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: 14.5%. 5-year CAGR: 9.08%.

Tata

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Latest NAV

₹435.1637

As of

24 Jul 2026

5,000 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.10%	-0.17%	+0.07	12 / 34	Q2
1W	-1.41%	-1.24%	-0.17	17 / 34	Q2
2W	-1.01%	-1.31%	+0.31	8 / 34	Q1
1M	-0.58%	-0.51%	-0.07	17 / 34	Q2
3M	+2.44%	+1.35%	+1.09	6 / 34	Q1
6M	-0.06%	-0.03%	-0.04	14 / 33	Q2
YTD	-4.16%	-4.30%	+0.14	17 / 33	Q3
1Y	-0.29%	-3.31%	+3.02	9 / 33	Q2
2Y	+0.52%	-1.64%	+2.16	14 / 33	Q2
3Y	+7.67%	+6.41%	+1.26	17 / 33	Q3
4Y	+9.93%	+8.22%	+1.70	16 / 32	Q2
5Y	+9.08%	+7.09%	+1.99	13 / 30	Q2
7Y	+10.93%	+9.63%	+1.30	14 / 30	Q2
10Y	+9.20%	+7.14%	+2.06	12 / 30	Q2
Inception	+11.74%	+6.45%	+5.29	8 / 34	Q1

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	-4.16%	-4.68%	+0.52	15 / 31
2025	+5.57%	+2.10%	+3.46	11 / 31
2024	+13.34%	+12.84%	+0.50	16 / 31
2023	+15.69%	+17.18%	-1.49	19 / 31
2022	+7.94%	+1.09%	+6.85	6 / 31
2021	+23.42%	+23.51%	-0.09	14 / 31
2020	+10.86%	+10.62%	+0.25	13 / 31
2019	+6.67%	+3.54%	+3.13	11 / 32
2018	-2.07%	-7.66%	+5.59	8 / 32
2017	+18.46%	+16.43%	+2.03	11 / 32
2016	+3.70%	+2.00%	+1.70	11 / 26

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

+14.16%

236 windows

min -46.1% · max 90.1%

82% positive

3-Year rolling

+13.02%

211 windows

min -3.7% · max 29.6%

98% positive

5-Year rolling

+12.80%

187 windows

min 0.2% · max 21.5%

100% positive

7-Year rolling

+12.59%

163 windows

min 7.6% · max 23.4%

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

9.89%

3-year · annualised

Sharpe ratio

0.14

vs risk-free 6.5%

Sortino ratio

0.21

Downside-only deviation

Max drawdown

-14.49%

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
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	24 Jul 2026
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹66.2402	24 Jul 2026
ICICI Prudential Equity & Debt Fund - Annual IDCW	ICICI Prudential	₹25.6000	24 Jul 2026
Franklin India Aggressive Hybrid Fund - Growth Plan	Franklin Templeton	₹264.5237	24 Jul 2026
Kotak Aggressive Hybrid Fund - Regular Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak Mahindra	₹37.6440	24 Jul 2026
DSP Aggressive Hybrid Fund- Regular Plan - Growth	DSP BlackRock	₹347.1130	24 Jul 2026
CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹362.1600	24 Jul 2026
UTI Aggressive Hybrid Fund - Regular Plan - Growth	UTI	₹402.9516	24 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.7300	24 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth	Birla Sun Life	₹1,522.0600	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹435.1637
23 Jul 2026	₹435.6053
22 Jul 2026	₹437.9535
21 Jul 2026	₹441.2383
20 Jul 2026	₹440.7905
17 Jul 2026	₹441.3754
16 Jul 2026	₹440.0740
15 Jul 2026	₹439.4967
14 Jul 2026	₹438.0927
13 Jul 2026	₹439.9788

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 24 Jul 2026, the NAV of Tata Aggressive Hybrid Fund- Regular Plan - Growth Option is ₹435.1637. It's a Aggressive Hybrid Fund from Tata, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Tata Aggressive Hybrid Fund- Regular 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- Regular Plan - Growth Option has delivered a absolute return of -0.29% — +3.02 pp ahead of the Aggressive Hybrid Fund category average of -3.31%. The fund ranks #9 of 33 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Tata Aggressive Hybrid Fund- Regular Plan - Growth Option has delivered a CAGR of 7.67% — +1.26 pp ahead of the Aggressive Hybrid Fund category average of 6.41%. The fund ranks #17 of 33 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Tata Aggressive Hybrid Fund- Regular Plan - Growth Option has delivered a CAGR of 9.08% — +1.99 pp ahead of the Aggressive Hybrid Fund category average of 7.09%. The fund ranks #13 of 30 in its category — the second (Q2) quartile.

₹1 lakh invested in Tata Aggressive Hybrid Fund- Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹241,050 today — a multiplier of 2.41×, based on the 10-year CAGR of 9.20%. The category average over the same window would have grown ₹1 lakh to ₹199,254.

A ₹10,000 monthly SIP in Tata Aggressive Hybrid Fund- Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹724,564 today. That's an XIRR (money-weighted annualised return) of 7.48%.

A ₹10,000 monthly SIP for 10 years in Tata Aggressive Hybrid Fund- Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,996,541 (multiplier 1.66×). XIRR: 9.83%. 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- Regular Plan - Growth Option ranks #13 out of 30 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 7.09%; this fund delivered 9.08%.

The worst peak-to-trough decline Tata Aggressive Hybrid Fund- Regular Plan - Growth Option has experienced over the last 5-year window is 14.49% — 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- Regular Plan - Growth Option averaged 12.80% (best 21.48%, worst 0.22%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.27 — weak risk-adjusted performance.

In calendar year 2025, Tata Aggressive Hybrid Fund- Regular Plan - Growth Option returned 5.57% — beating the Aggressive Hybrid Fund category average of 2.10% by 3.46 pp. It ranked #11 of 31 in its category that year.

Tata Aggressive Hybrid Fund- Regular 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- Regular 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: 14.5%. 5-year CAGR: 9.08%.

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