Tata Mutual FundAggressive HybridDirect plan, growth

Tata Aggressive Hybrid Fund

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NAV: ₹472.41; —30 Oct 2026
AUM (₹ Cr): 3,977; Average, July - September 2026
Expense ratio: 1.17%; Regular 2.12%
Risk: Very High; SEBI riskometer

1Y return: -6.4%-1.6%; Benchmark -4.8%
3Y CAGR: 7.9%-1.0%; Benchmark 8.8%
5Y CAGR: 7.4%-0.1%; Benchmark 7.5%

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Tata Aggressive Hybrid Fund

Rank in category

#28 of 29 Aggressive Hybrid funds on its 1-, 3- and 5-year returns together.

Fund

Bank of IndiaBank of India Aggressive Hybrid Fund#1#16.7%#115.4%#113.7%

QuantQuant Aggressive Hybrid Fund#2#33.3%#413.5%#512.3%

BandhanBandhan Aggressive Hybrid Fund#3#51.1%#214.3%#710.9%

EdelweissEdelweiss Aggressive Hybrid Fund#4#11-2.0%#612.8%#312.6%

NaviNavi Aggressive Hybrid Fund#5#23.3%#912.0%#910.3%

ICICI Prudential Active FOFICICI Prudential Aggressive Hybrid Active FOF#6#19-4.5%#313.7%#412.4%

ICICI PrudentialICICI Prudential Aggressive Hybrid Fund#7#20-4.7%#712.3%#212.9%

KotakKotak Aggressive Hybrid Fund#8#12-2.7%#812.2%#810.8%

HSBC Active FOF (erstwhile HSBC Managed Solutions India - Growth)HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)#9#41.3%#1211.7%#129.6%

SBISBI Aggressive Hybrid Fund#10#9-1.5%#1011.8%#149.1%

Mirae AssetMirae Asset Aggressive Hybrid Fund#11#8-1.3%#1311.2%#139.3%

JMJM Aggressive Hybrid Fund#12#23-5.1%#1111.8%#612.1%

Bandhan Passive FOFBandhan Aggressive Hybrid Passive FOF#13#7-0.9%#1411.2%#188.7%

Canara RobecoCanara Robeco Aggressive Hybrid Fund#14#14-2.8%#1610.8%#178.9%

UnionUnion Aggressive Hybrid Fund#15#10-1.9%#2010.3%#208.3%

UTIUTI Aggressive Hybrid Fund#16#22-5.1%#2110.1%#119.7%

Aditya Birla Sun Life Omni FOFAditya Birla Sun Life Aggressive Hybrid Omni FOF#17#15-3.0%#239.9%#159.0%

LIC MFLIC MF Aggressive Hybrid Fund#18#13-2.8%#1810.6%#228.0%

Mahindra ManulifeMahindra Manulife Aggressive Hybrid Fund#19#31-8.2%#1710.6%#1010.2%

Invesco IndiaInvesco India Aggressive Hybrid Fund#20#30-7.8%#1510.8%#169.0%

DSPDSP Aggressive Hybrid Fund#21#26-6.3%#2210.0%#218.3%

ShriramShriram Aggressive Hybrid Fund#22#18-3.6%#298.7%#237.5%

AxisAxis Aggressive Hybrid Fund#23#16-3.2%#249.8%#296.2%

Aditya Birla Sun LifeAditya Birla Sun Life Aggressive Hybrid Fund#24#21-4.8%#259.5%#257.3%

Franklin IndiaFranklin India Aggressive Hybrid Fund#25#29-7.5%#279.0%#198.4%

GrowwGroww Aggressive Hybrid Fund#26#24-5.5%#288.8%#277.2%

PGIM India EquityPGIM India Aggressive Hybrid Equity Fund#27#25-5.8%#269.1%#286.3%

TataTata Aggressive Hybrid Fund#28#27-6.4%#317.9%#247.4%

HDFCHDFC Aggressive Hybrid Fund#29#32-8.9%#326.3%#267.3%

Baroda Bnp ParibasBaroda Bnp Paribas Aggressive Hybrid Fund—#17-3.2%#1910.5%—

HSBCHSBC Aggressive Hybrid Fund—#60.1%#512.8%—

Nippon India (Existing Number of Segregated Portfolios - 2)Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2)————

Sundaram (Formerly Known as Principal Hybrid Equity)Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)—#28-6.7%#308.6%—

WhiteOak CapitalWhiteOak Capital Aggressive Hybrid Fund————

Ranked on 1Y, 3Y and 5Y together. 29 of 34 funds have a rank here; it needs a 5-year record. Direct plan, growth option. Click a column to rank by it.

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-1.1%	-5.5%	-2.1%	-7.5%	-6.4%	+7.9%	+7.4%	+9.5%	+11.9%
CRISIL Hybrid 35+65 - Aggressive Index	—	—	—	—	-4.8%	8.8%	7.5%	10.7%	11.1%
Aggressive Hybrid average	-1.0%	-4.0%	-0.2%	-3.2%	-3.1%	10.9%	9.4%	11.6%	11.6%
Difference	—	—	—	—	-1.6%	-1.0%	-0.1%	-1.2%	+0.8%

Portfolio

Valuation

P/E of its shares: 24.1; Shares are 69% of the fund
Category median: 24.5; 30 Aggressive Hybrid funds
Benchmark P/E (shares): 19.3; Nifty 50, the share part of CRISIL Hybrid 35+65 - Aggressive Index

P/E is the value of the shares the fund holds, at the close of 30 Oct 2026, over their profit in the last four reported quarters (the owners' share from continuing operations, consolidated where filed, losses included), weighted by the fund's portfolio disclosed 23 Oct 2026. The category median is worked out the same way; the benchmark's is the index provider's own figure on the same basis.

Fund details

Fund house: Tata Mutual Fund
Category: Hybrid · Aggressive Hybrid
SEBI classification: Hybrid / Aggressive Hybrid
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Launch date: 3 Apr 2006 (20.6 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Murthy Nagarajan
Minimum SIP: ₹100
Minimum lumpsum: ₹5,000 (then ₹1,000)
Exit load: 0.50%
Lock-in: None
Riskometer: Very High (benchmark High)
Expense ratio as of: 29 Oct 2026
AUM period: July - September 2026
ISIN, Direct Growth: INF277K01MN2
ISIN, Regular Growth: INF277K01303
Scheme code: 119053, 100414

NAV and returns as of 30 Oct 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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