Tata Aggressive Hybrid Fund Direct-Growth
Hybrid: Aggressive Hybrid - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Hybrid: Aggressive HybridBenchmark: CRISIL Hybrid 35+65 Aggressive IndexCheck Portfolio Overlap →
NAV: ₹469.1-0.49%
22 Oct 2026
Similar Funds
Side-by-side comparison of Tata Aggressive Hybrid Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -6.60% | -3.86% | 33 / 42 |
| 3Y Return | +7.00% | 9.96% | 38 / 41 |
| 5Y Return | +7.00% | 8.95% | 32 / 40 |
| 10Y Return | +9.37% | 11.46% | 23 / 26 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Aggressive Hybrid
Top funds by AUM in the Hybrid: Aggressive Hybrid category — see how Tata Aggressive Hybrid Fund Direct-Growth compares on size and returns.
Funds Tracking CRISIL Hybrid 35+65 Aggressive Index
Top funds tracking the CRISIL Hybrid 35+65 Aggressive Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Tata Aggressive Hybrid Fund Direct-Growth?
Funds similar to Tata Aggressive Hybrid Fund Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Aggressive Hybrid Fund Direct Plan-Growth, ICICI Prudential Aggressive Hybrid Fund Direct-Growth, and HDFC Aggressive Hybrid Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata Aggressive Hybrid Fund Direct-Growth in its category?
On a 3-year return basis Tata Aggressive Hybrid Fund Direct-Growth is ranked 38 out of 41 funds in the Hybrid: Aggressive Hybrid category as of 21 Oct 2026. On a 5-year return basis it ranks 32 out of 40. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata Aggressive Hybrid Fund Direct-Growth's expense ratio compare to similar funds?
Tata Aggressive Hybrid Fund Direct-Growth has an expense ratio of 1.18%. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an expense ratio of 0.76% and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has 1.08%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata Aggressive Hybrid Fund Direct-Growth's AUM compare to similar funds?
Tata Aggressive Hybrid Fund Direct-Growth has an AUM of ₹3,982.56 crore. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an AUM of ₹86,162.8 crore and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has ₹50,706.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Aggressive Hybrid?
The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth with a CAGR of 15.49% as of 21 Oct 2026. Tata Aggressive Hybrid Fund Direct-Growth has delivered 7.00% CAGR over the same period, ranking 38 out of 41 funds. You can view and compare the full category ranking on sharpely.
How does Tata Aggressive Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata Aggressive Hybrid Fund Direct-Growth has a Sharpe ratio of 0.18 compared to the Hybrid: Aggressive Hybrid average of 0.40 as of 21 Oct 2026. It ranks 41 out of 43 funds in its category on Sharpe ratio.