Tata Aggressive Hybrid Fund

Aggressive HybridHybrid Rank 30 of 32

NAV · Direct-Growth

₹503.81-1.44-0.28%

As of 18 Aug 2026 · AMFI

NAV growth+3.9%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Trails its Aggressive Hybrid category on 1Y, 3Y & 5Y.

1Y return

+3.9%

-10.9 vs cat

3Y CAGR

+9.8%

-4.4 vs cat

5Y CAGR

+9.7%

-1.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

11.7%

3Y std dev

Go deeper on Tata Aggressive Hybrid Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Aggressive Hybrid Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Aggressive Hybrid Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Aggressive Hybrid Fund is a Aggressive Hybrid scheme from Tata. Long-run track record: about 9.7% CAGR over 5 years. Worst historical drawdown: -29% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K01MN2

NAV (Direct-Growth)

₹503.8117

Last 1Y

+3.86%

Aug 25Min ₹449.38 · Max ₹514.29 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-28.8%

Peak ₹237.08 on 24 Jan 2020 → trough ₹168.69 on 23 Mar 2020 (2 months down).

Recovered in 8 months· 9 Nov 2020

Feb 2016

-14.3%

Peak ₹179.19 on 19 Aug 2015 → trough ₹153.61 on 29 Feb 2016 (6 months down).

Recovered in 4 months· 7 Jul 2016

Feb 2025

-14.1%

Peak ₹508.33 on 26 Sept 2024 → trough ₹436.43 on 28 Feb 2025 (5 months down).

Recovered in 10 months· 22 Dec 2025

Mar 2026 — ongoing

-12.6%

Peak ₹514.29 on 2 Jan 2026 → trough ₹449.38 on 30 Mar 2026 (3 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.41%	-0.41%	15/ 34
1M	+0.72%	+1.27%	25/ 34
3M	+5.81%	+5.29%	12/ 32
6M	-0.38%	+12.45%	23/ 32
YTD	-1.40%	+11.89%	25/ 32
1Y	+3.86%	+14.78%	20/ 32
2Y	+1.91%	+6.59%	24/ 32
3Y	+9.81%	+14.21%	30/ 32
5Y	+9.71%	+11.11%	26/ 32
7Y	+12.60%	+15.27%	24/ 31
10Y	+10.36%	+11.89%	19/ 23

Available plans & options

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