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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

(Erstwhile Tata Hybrid Equity Fund- Regular Plan - Growth Option)
Fund House: Tata Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 08-10-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 1.9% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,681.17 Cr As on 31-05-2026(Source:AMFI)
Turn over: 28.45% | Exit Load: 0.50% on or before 30D, Nil after 30D
NAV as on 10-07-2026

439.5982

3.67 (0.8345%)

CAGR Since Inception

13.32%

Benchmark: 11.91%

PERFORMANCE

Returns Type:
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End : 
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 2 Months
10 Years 4 Months
11 Years 3 Months
17 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.88
Sharpe Ratio 0.29
Alpha 2.5
Beta 0.44
Yield to Maturity 7.5
Average Maturity 6.3

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 08-10-1995 0.3 1.21 8.52 9.64 9.56
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.92 3.83 14.24 13.56 15.75
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 8.27 4.88 18.86 14.76 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.14 8.5 14.3 11.96 -
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 5.58 5.37 11.52 10.81 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 5.53 3.31 13.32 10.96 10.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.26 4.57 13.58 12.3 12.74
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.66 5.57 15.87 16.81 15.3
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 3.01 6.61 13.13 11.07 12.09
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 2.75 4.3 11.37 10.29 12.25

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.47%

Others

26.66%

Large Cap

55.5%

Mid Cap

8.37%

Scheme Documents

May 2026

Monthly Portfolio Disclosure - May 2026

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