hybridModerate risk

Tata Aggressive Hybrid Fund - Regular Plan - Growth Option

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Tata Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹444.6849

▲ 0.13% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹3.9k gain · 3.9% / year

Invested 3 years ago

₹1.29 L

▲ ₹29.0k gain · 8.9% / year

Invested 5 years ago

₹1.51 L

▲ ₹51.2k gain · 8.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

10.4%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-51.61%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year3.94%

CAGR — 3 years8.85%

CAGR — 5 years8.61%

CAGR — since launch11.81%

Volatility — 1 year (annualised)10.52%

Volatility — 3 years (annualised)10.36%

Max drawdown — 1 year-12.82%

Max drawdown — 3 years-14.49%

Sharpe ratio — 1 year (rf=6%)-0.19

Sharpe ratio — 3 years (rf=6%)0.26

Fund info

Fund house: Tata Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Option: Growth
ISIN (Growth): INF277K01303
ISIN (Div re-invest): —
Fund code: 100414
First price on record: 3 Apr 2006 · 5,025 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.