Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 98% of 3-year investment horizons.
- Strong capital defense: downside capture of 76% limits losses during market corrections.
- Over 31 years of operational history across different market cycles.
- Experienced a maximum drawdown of -51.6% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.10% | +6.16% | -0.06% |
| 3 Months | -0.79% | +1.07% | -1.86% |
| 6 Months | +4.20% | +5.38% | -1.18% |
| 1 Year | -0.84% | +2.59% | -3.43% |
| 3 Years CAGR | +8.47% | +10.89% | -2.42% |
| 5 Years CAGR | +7.42% | +8.84% | -1.42% |
| 7 Years CAGR | +10.61% | +12.32% | -1.71% |
| 10 Years CAGR | +9.38% | +11.96% | -2.58% |
| Since Inception | +11.66% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Tata Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -2.33% | +2.63% | -4.96% |
| 2025 | +6.01% | +6.01% | 0.00% |
| 2024 | +13.42% | +15.75% | -2.33% |
| 2023 | +16.16% | +20.35% | -4.19% |
| 2022 | +7.94% | +2.27% | +5.67% |
| 2021 | +23.63% | +23.77% | -0.14% |
| 2020 | +10.94% | +13.43% | -2.49% |
| 2019 | +6.85% | +10.39% | -3.54% |
| 2018 | -2.51% | -2.51% | 0.00% |
| 2017 | +19.41% | +25.44% | -6.03% |
| 2016 | +4.04% | +5.08% | -1.04% |
| 2015 | +6.97% | +2.88% | +4.09% |
| 2014 | +49.61% | +43.24% | +6.37% |
| 2013 | +7.54% | +7.10% | +0.44% |
| 2012 | +30.55% | +26.34% | +4.21% |
| 2011 | -12.02% | -18.20% | +6.18% |
| 2010 | +14.87% | +15.27% | -0.40% |
| 2009 | +75.04% | +62.41% | +12.63% |
| 2008 | -44.40% | -44.40% | 0.00% |
| 2007 | +55.35% | +51.84% | +3.51% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -47.16% | +14.18% | +9.38% | +94.72% | 83.1% | 40.3% |
| 3-Year Rolling | -5.87% | +12.91% | +12.27% | +29.36% | 97.9% | 23.5% |
| 5-Year Rolling | -1.49% | +12.70% | +13.19% | +22.87% | 99.7% | 20.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2008-10-27 | -51.6% | 10 months | 20 months |
| 2020-01-24 | 2020-03-23 | -29.0% | 2 months | 8 months |
| 2006-05-10 | 2006-06-14 | -26.1% | 1 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments 65% - 80%, Debt*, Money Market and Cash 20% - 35%, InvITs, ETCDs, Gold ETFs and Silver ETFs as permitted by SEBI 0% - 15%, Units of InvITs # 0% - 10%, Investment in ETCDs 0% - 10%. The scheme may invest in another scheme under the same asset management company or any other mutual fund without charging any fees, provided that aggregate inter-scheme investment made by all schemes under the same management or in schemes under the management of any other asset management company shall not exceed 5% of the net asset value of the mutual fund. Such investments shall be made in the schemes which are permitted by SEBI from time to time. # A mutual fund may invest in the units of InvITs subject to the following: (a) No mutual fund under all its schemes shall own more than 10% of units issued by a single issuer of InvIT; and (b) The scheme shall not invest – i. more than 10% of its NAV in the units of InvIT; and ii. more than 5% of its NAV in the units of InvIT issued by a single issuer Units of Equity Mutual funds will be considered under allocation for Equity and Equity related instruments and Units of Fixed Income mutual funds will be considered under allocation for Debt & Debt related instruments | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 4,261 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund | 2.2 | +9.02% | 2.83% | 71.9% | Rs 55.7 cr | Compare → |
| Shriram Aggressive Hybrid Fund | 2.2 | +8.48% | 2.47% | 77.0% | Rs 53.1 cr | Compare → |
| LIC MF Aggressive Hybrid Fund | 2.1 | +10.38% | 2.87% | 66.0% | Rs 574 cr | Compare → |
| Invesco India Aggressive Hybrid Fund | 3.3 | +10.36% | 2.42% | 81.9% | Rs 787 cr | Compare → |
| Axis Aggressive Hybrid Fund | 3.3 | +10.31% | 2.20% | 74.6% | Rs 1,476 cr | Compare → |
Frequently Asked Questions about Tata Aggressive Hybrid Fund
What is the expense ratio of Tata Aggressive Hybrid Fund?
Tata Aggressive Hybrid Fund has a total expense ratio (TER) of 2.1% with a base expense ratio of 1.59%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Tata Aggressive Hybrid Fund?
Tata Aggressive Hybrid Fund is managed by Satish Chandra Mishra.
What are the historical returns of Tata Aggressive Hybrid Fund?
Tata Aggressive Hybrid Fund delivered a 3-year CAGR of 8.47% and a 5-year CAGR of 7.42%. Its 1-year return stands at -0.84%.
How large is Tata Aggressive Hybrid Fund?
Tata Aggressive Hybrid Fund manages assets of Rs 4,261 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is Tata Aggressive Hybrid Fund scored on MFIQ?
Tata Aggressive Hybrid Fund holds an MFIQ Score of 2.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Tata Aggressive Hybrid Fund?
Tata Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 10.57% with a maximum historical drawdown of -51.61%.