TickerKhojTata Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
Tata Aggressive Hybrid Fund - Direct Plan - Growth
₹472.4069NAV on 30 Oct 2026Expense ratio 1.17%
29 Oct 2025NAV low 449.38 · high 514.29-6.7%
In plain words
Over 3 years it returned +7.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.1%.
On 3-year return it ranks 29 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹1,12,950 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 | -1.1% | +1.9% |
| 3 months | -5.3% | -5.1% |
| 6 months | -2.1% | -3.2% |
| 1 year | -6.4% | -10.2% |
| 3 years (yearly) | +7.9% | +7.4% |
| 5 years (yearly) | +7.4% | +6.5% |
| 10 years (yearly) | +9.5% | +11.3% |
| Since start (yearly) | +11.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,808 | -7.0% |
| 3 years | ₹3,60,000 | ₹3,65,398 | +0.9% |
| 5 years | ₹5,90,000 | ₹6,82,101 | +5.7% |
| 10 years | ₹11,90,000 | ₹19,58,482 | +9.6% |
Other plan of this fund: Tata Aggressive Hybrid Fund - Regular Plan - Growth