All funds
Tata Mutual Fund · Aggressive Hybrid Fund
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
₹424.6222NAV 2026-05-22
Regular PlanGrowthSince 2006-04-0319.6y historyAUM ₹2,807 CrINF277K01303
NAV History
2021-05-24 → 2026-05-22
+59.11%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-1.6%
-4.5%
-5.6%
-0.6%
+9.0%
+9.8%
+9.8%
Risk Metrics
Sharpe
0.37
Sortino
0.51
Max DD
-51.6%
Volatility
+14.7%
Best Year
+75.0%
Worst Year
-44.4%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹2,807 Cr
AUM as of
2026-03-31
Volatility (annualised)
+14.7%
Max drawdown
-51.6%
Sharpe ratio
0.37
Sortino ratio
0.51
Calmar ratio
0.17
Positive months
60%
Best year
+75.0%
Worst year
-44.4%
Peers — Aggressive Hybrid Fund
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - DIRECT PLAN GROWTH
Bank of India Mutual Fund
+21.6%
3Y
₹195 Cr
AUM
0.66
Sharpe
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
+17.4%
3Y
₹12,527 Cr
AUM
0.79
Sharpe
JM Aggressive Hybrid Fund (Direct) - Growth Option
JM Financial Mutual Fund
+17.3%
3Y
₹159 Cr
AUM
0.47
Sharpe
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
Edelweiss Mutual Fund
+16.4%
3Y
₹428 Cr
AUM
0.57
Sharpe
quant Aggressive Hybrid Fund-Growth Option-Direct Plan
quant Mutual Fund
+16.2%
3Y
₹740 Cr
AUM
0.74
Sharpe
Bandhan Aggressive Hybrid Fund-Direct Plan Growth
Bandhan Mutual Fund
+16.0%
3Y
₹55 Cr
AUM
0.47
Sharpe
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
+15.3%
3Y
₹58 Cr
AUM
0.81
Sharpe
Kotak Aggressive Hybrid Fund - Direct Plan -Growth
Kotak Mahindra Mutual Fund
+15.3%
3Y
₹951 Cr
AUM
0.52
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.