HybridAggressive Hybrid FundDirect · Growth
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option
Tata · Scheme 119053
₹504.00▼ 0.33%NAV · 2026-08-05
Average FundScore
AUM
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Expense ratio
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3Y CAGR
9.7%
Risk level
Moderately High
Min SIP
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Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.05% |
| 3 Months | +4.29% |
| 6 Months | +0.49% |
| 1 Year | +3.54% |
| 3 Years (CAGR) | +9.73% |
| 5 Years (CAGR) | +10.04% |
| 10 Years (CAGR) | +10.51% |
| Since Launch | +12.66% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns30
Consistency64
Risk-adjusted37
Downside protection61
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 98% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 5.8%
- ✓ Volatility: 12% annualised
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -2.8% vs category avg
- • 5Y CAGR vs category: -1.3% vs category avg
- • Beat category: beat category in 44% of windows
- • Sharpe ratio: 0.54
Risk metrics
Sharpe ratio
0.54
Sortino ratio
0.66
Volatility
11.85%
Max drawdown
-28.85%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.