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Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option

Tata · Aggressive Hybrid
High
₹78.00
Current NAV
25 Jun 2026
18.4%
1Y Return
13.9%
3Y CAGR
12.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹13,190 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.24%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.64
Sharpe Ratio
1.44
Beta
-0.36
Alpha
0.79
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Fund Details
Fund House Tata
Category Aggressive Hybrid
AUM ₹13190 Cr
Expense Ratio 2.24%
Min SIP ₹500
Min Lumpsum ₹1000
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