Home› Funds› Tata Aggressive Hybrid Fund- Regular Plan - Growth

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Tata · Aggressive Hybrid
High
₹438.07
Current NAV
25 Jun 2026
18.0%
1Y Return
13.5%
3Y CAGR
12.5%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.40).
  • Very large asset base (AUM: ₹15,950 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
1.40
Beta
2.40
Alpha
1.08
Sortino
Fund Details
Fund House Tata
Category Aggressive Hybrid
AUM ₹15950 Cr
Expense Ratio 1.40%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Aggressive Hybrid
Navi Aggressive Hybrid Fund - Direct Plan Half Yearly IDCW
Navi
₹24.95 19.9%
Navi Aggressive Hybrid Fund - Direct Plan Monthly IDCW
Navi
₹24.97 19.8%
quant Aggressive Hybrid Fund-Growth Option-Direct Plan
Quant
₹518.46 19.8%
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - QUARTERLY IDCW Option
Nippon India
₹0.00 19.7%