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performance

Tata Aggressive Hybrid Fund Direct-Growth

Hybrid: Aggressive Hybrid - Growth (Open ended)

Tata Aggressive Hybrid Fund Direct-GrowthNAV: 491.30 as on 07 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Hybrid: Aggressive HybridBenchmark: CRISIL Hybrid 35+65 Aggressive Index

NAV: ₹491.3-1.47%

08 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of Tata Aggressive Hybrid Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	07 Jan, 2014 - 08 Jul, 2026	22 Jan, 2016 - 08 Jul, 2026	01 Feb, 2018 - 08 Jul, 2026	14 Feb, 2020 - 08 Jul, 2026
Average returns	15.15%	13.16%	12.59%	12.05%
Standard deviation	16.48%	5.93%	4.03%	1.43%
Best returns	70.36% 1 year ending on 02 Mar, 2015	29.04% 3 years ending on 22 Sep, 2016	22.66% 5 years ending on 17 Apr, 2025	15.54% 7 years ending on 10 Mar, 2021
Worst returns	-22.94% 1 year ending on 23 Mar, 2020	-4.15% 3 years ending on 23 Mar, 2020	-0.47% 5 years ending on 23 Mar, 2020	8.01% 7 years ending on 13 May, 2022
Period with positive return	88.49%	98.06%	99.86%	100.00%
Period with return > 5%	72.62%	92.62%	94.85%	100.00%
Period with return > 10%	50.34%	70.57%	77.65%	91.05%
Period with return > 15%	38.08%	37.89%	32.61%	1.97%
Beat % Category	37.50%	31.52%	22.30%	18.85%
Beat % Benchmark	44.85%	31.44%	26.73%	23.41%

Trailing Returns

Point-to-point returns of Tata Aggressive Hybrid Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

-3.8%

-1.2%

-8.0%

YTD

2.9%

3.3%

3.6%

1 M

-3.0%

-0.7%

-7.1%

6 M

-0.6%

0.6%

-5.4%

1 Y

9.1%

12.5%

8.6%

3 Y

10.4%

11.7%

10.0%

5 Y

10.6%

12.5%

10 Y

Fund

Hybrid: Aggressive Hybrid

CRISIL Hybrid 35+65 Aggressive Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-3.85%	2.85%	-3.04%	-0.56%	9.09%	10.36%	10.59%	12.51%
Hybrid: Aggressive Hybrid	-1.19%	3.25%	-0.74%	0.58%	12.48%	11.74%	12.49%	-
CRISIL Hybrid 35+65 Aggressive Index	-8.00%	3.61%	-7.10%	-5.37%	8.58%	10.00%	12.47%	-
Rank in category	36	32	34	24	37	28	22	-
Funds in category	41	43	41	41	39	39	24	-

Period Returns

Calendar-year, quarterly and monthly return history of Tata Aggressive Hybrid Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Tata Aggressive Hybrid Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Tata Aggressive Hybrid Fund Direct-Growth?

The 1-year trailing return for Tata Aggressive Hybrid Fund Direct-Growth is shown in the Trailing Returns section. It is compared against the Hybrid: Aggressive Hybrid category average and benchmark for context.

What are the 3-year returns of Tata Aggressive Hybrid Fund Direct-Growth?

The 3-year CAGR for Tata Aggressive Hybrid Fund Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.

What are the 5-year returns of Tata Aggressive Hybrid Fund Direct-Growth?

The 5-year CAGR for Tata Aggressive Hybrid Fund Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.

What are the returns of Tata Aggressive Hybrid Fund Direct-Growth since inception?

Tata Aggressive Hybrid Fund Direct-Growth has delivered a CAGR of 12.51% since its launch. The fund's maximum historical drawdown has been -0.29%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.

How has Tata Aggressive Hybrid Fund Direct-Growth performed vs its category over the long term?

Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.

What is the Sharpe ratio of Tata Aggressive Hybrid Fund Direct-Growth?

The Sharpe ratio of Tata Aggressive Hybrid Fund Direct-Growth is 0.35. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.

What is the alpha of Tata Aggressive Hybrid Fund Direct-Growth?

The alpha of Tata Aggressive Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.

What is the beta of Tata Aggressive Hybrid Fund Direct-Growth?

The beta of Tata Aggressive Hybrid Fund Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.

What are the rolling returns of Tata Aggressive Hybrid Fund Direct-Growth?

Rolling returns for Tata Aggressive Hybrid Fund Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.

How consistent are the period-wise returns of Tata Aggressive Hybrid Fund Direct-Growth?

Period-wise annual returns for Tata Aggressive Hybrid Fund Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

07 Jan, 2014 - 08 Jul, 2026

22 Jan, 2016 - 08 Jul, 2026

01 Feb, 2018 - 08 Jul, 2026

14 Feb, 2020 - 08 Jul, 2026

Average returns

15.15%

13.16%

12.59%

12.05%

Standard deviation

16.48%

5.93%

4.03%

1.43%

Best returns

70.36%

1 year ending on 02 Mar, 2015

29.04%

3 years ending on 22 Sep, 2016

22.66%

5 years ending on 17 Apr, 2025

15.54%

7 years ending on 10 Mar, 2021

Worst returns

-22.94%

1 year ending on 23 Mar, 2020

-4.15%

3 years ending on 23 Mar, 2020

-0.47%

5 years ending on 23 Mar, 2020

8.01%

7 years ending on 13 May, 2022

Period with positive return

88.49%

98.06%

99.86%

100.00%

Period with return > 5%

72.62%

92.62%

94.85%

100.00%

Period with return > 10%

50.34%

70.57%

77.65%

91.05%

Period with return > 15%

38.08%

37.89%

32.61%

1.97%

Beat % Category

37.50%

31.52%

22.30%

18.85%

Beat % Benchmark

44.85%

31.44%

26.73%

23.41%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-3.85%

2.85%

-3.04%

-0.56%

9.09%

10.36%

10.59%

12.51%

Hybrid: Aggressive Hybrid

-1.19%

3.25%

-0.74%

0.58%

12.48%

11.74%

12.49%

CRISIL Hybrid 35+65 Aggressive Index

-8.00%

3.61%

-7.10%

-5.37%

8.58%

10.00%

12.47%

Rank in category

Funds in category