ReviewDirect · GrowthPrefer peers first
Tata Aggressive Hybrid Fund
Tata Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.8 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
- 470.4476
- 27 Oct 2026
- 1Y
- -6.7%
- Trailing CAGR
- AUM
- ₹3,930.21 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer Franklin India Aggressive Hybrid Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
1.18% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -28.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
24% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 29.3% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 29%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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-6.7%
- 3Y+7.8%
- 5Y+6.8%
- 10Y+9.5%
- SI+11.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-7.8%
- 3Y+0.4%
- 5Y+5.7%
- 10Y+9.6%
- Since inception
- +11.9%
- Calendar-day CAGR
- Excess 1Y
- -3.5%
- Category median, same plan and option
- 3Y win rate
- +24%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- SIP 3Y XIRR
- +0.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -4.5%
- 2651 daily-ending windows
- Median rolling 3Y
- +12.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2158 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -28.8%
- Worst peak-to-trough
- Current
- -8.5%
- Below last peak
- Current spell
- 298 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 182 recovered episodes
- Longest recovery
- 297 days
- Trough to prior peak
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
28
Consistency
30
Risk-adjusted
52
Drawdown
28
Mean
28
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
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.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -7.9%
- 3Y
- +8.8%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.64
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -7.3%
- 3Y
- +9.7%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.59
- 3Y win
- +74%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- -2.8%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.62
- 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
- +2.1%
- 3Y
- +13.1%
- Vol
- 13.1%
- Max DD
- -28.7%
- Sharpe
- 0.77
- 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
- -7.9%
- 3Y
- +8.3%
- Vol
- 10.2%
- Max DD
- -13.1%
- Sharpe
- 0.18
- 3Y win
- +0%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns