TickerKhojTata Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
Tata Aggressive Hybrid Fund - Direct Plan - Growth
₹477.6724NAV on 2 Nov 2026Expense ratio 1.17%
3 Nov 2025NAV low 449.38 · high 514.29-5.2%
In plain words
Over 3 years it returned +8.2% a year, against +8.0% 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 ₹1,14,390 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 | +0.7% | +4.6% |
| 3 months | -4.5% | -3.8% |
| 6 months | -1.0% | -1.6% |
| 1 year | -5.0% | -8.1% |
| 3 years (yearly) | +8.2% | +8.0% |
| 5 years (yearly) | +7.3% | +6.5% |
| 10 years (yearly) | +9.7% | +11.7% |
| Since start (yearly) | +12.0% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,691 | -5.0% |
| 3 years | ₹3,60,000 | ₹3,66,775 | +1.2% |
| 5 years | ₹6,00,000 | ₹6,99,750 | +6.1% |
| 10 years | ₹12,00,000 | ₹19,90,648 | +9.8% |
Other plan of this fund: Tata Aggressive Hybrid Fund - Regular Plan - Growth