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HybridAggressive Hybrid FundDirect · Growth

Tata Aggressive Hybrid Fund -Direct Plan- Growth Option

Tata · Scheme 119053

503.81 0.28%NAV · 2026-09-18
50
Average FundScore
Start SIP
AUM
₹3,930 cr
Expense ratio
1.26%
3Y CAGR
9.8%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Murthy Nagarajan, Pradeep GokhaleExit load: Exit load of 0.50%, if redeemed within 30 days.
Average · 50/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Return stability: rolling-return std 5.8%
  • Volatility: 12% annualised

📉 What could drag it down

  • 3Y CAGR vs category: -2.8% vs category avg
  • 5Y CAGR vs category: -1.4% vs category avg

FundScore breakdown

50/100 · Average
How it works →
30
Returns
Weak
62
Consistency
Decent
37
Risk-adjusted
Weak
61
Downside protection
Decent
66
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.