ReviewDirect · Growth
Tata Aggressive Hybrid Fund
Tata Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.7 years
The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.
- NAV
- 484.1292
- 15 Sept 2026
- 1Y
- -1.5%
- Trailing CAGR
- AUM
- ₹3,930.21 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.5%
- 3Y+7.2%
- 5Y+8.0%
- 10Y+9.9%
- SI+12.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.5%
- 3Y+2.7%
- 5Y+7.0%
- 10Y+10.3%
- Since inception
- +12.2%
- Calendar-day CAGR
- Excess 1Y
- -2.8%
- Category median, same plan and option
- 3Y win rate
- +24%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -4.5%
- 2637 daily-ending windows
- Median rolling 3Y
- +12.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +2.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 182 recovered episodes
- Longest recovery
- 297 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
24 Jan 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-28.8%
19 Aug 2015 – 7 Jul 2016
Trough 29 Feb 2016 · recovered in 129 days
-14.3%
26 Sept 2024 – 22 Dec 2025
Trough 28 Feb 2025 · recovered in 297 days
-14.1%
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-12.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
33
Consistency
30
Risk-adjusted
56
Drawdown
28
Mean
29
Portfolio
31 Aug 2026 · 97 holdings · top 10 are 29.3%.
- Top 5
- 18.5%
- Top 10
- 29.3%
- Largest holding
- 5.9%
- Effective holdings
- 51.4
Repo
Unspecified
5.9%
ICICI Bank Ltd
Financial
4.7%
Bharti Airtel Ltd
Technology
3.6%
HDFC Bank Ltd
Financial
3.0%
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
2.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -0.8%
- 3Y
- +9.4%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.74
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -4.7%
- 3Y
- +9.0%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.65
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- +1.3%
- 3Y
- +12.3%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.69
- 3Y win
- +71%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Quant Aggressive Hybrid Fund
quant Mutual Fund
- 1Y
- +10.1%
- 3Y
- +12.4%
- Vol
- 13.0%
- Max DD
- -28.7%
- Sharpe
- 0.85
- 3Y win
- +80%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Mutual Fund
- 1Y
- -1.7%
- 3Y
- +8.4%
- Vol
- 10.1%
- Max DD
- -13.1%
- Sharpe
- 0.35
- 3Y win
- +0%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns