TickerKhojTata Mutual Fund · Hybrid · Aggressive Hybrid · Regular plan
Tata Aggressive Hybrid Fund - Regular Plan - Growth
₹415.7259NAV on 30 Oct 2026Expense ratio 2.12%
3 Nov 2025NAV low 397.65 · high 456.11-6.1%
In plain words
Over 3 years it returned +7.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.5%.
On 3-year return it ranks 29 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹1,14,390 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.6% | +1.9% |
| 3 months | -4.7% | -5.1% |
| 6 months | -1.4% | -3.2% |
| 1 year | -5.8% | -10.2% |
| 3 years (yearly) | +7.2% | +7.4% |
| 5 years (yearly) | +6.3% | +6.5% |
| 10 years (yearly) | +8.5% | +11.3% |
| Since start (yearly) | +11.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,098 | -5.9% |
| 3 years | ₹3,60,000 | ₹3,61,348 | +0.2% |
| 5 years | ₹6,00,000 | ₹6,81,712 | +5.0% |
| 10 years | ₹12,00,000 | ₹18,76,258 | +8.7% |
Other plan of this fund: Tata Aggressive Hybrid Fund - Direct Plan - Growth