hybridModerate risk

Tata Aggressive Hybrid Fund - Direct 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 2 Jan 2013.

Latest price per unit

₹499.292

▼ 0.46% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹3.0k gain · 3.0% / year

Invested 3 years ago

₹1.31 L

▲ ₹30.6k gain · 9.3% / year

Invested 5 years ago

₹1.54 L

▲ ₹54.5k gain · 9.1% / 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

-28.85%

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 year3.05%

CAGR — 3 years9.32%

CAGR — 5 years9.08%

CAGR — since launch12.51%

Volatility — 1 year (annualised)10.52%

Volatility — 3 years (annualised)10.38%

Max drawdown — 1 year-12.62%

Max drawdown — 3 years-14.15%

Sharpe ratio — 1 year (rf=6%)-0.28

Sharpe ratio — 3 years (rf=6%)0.30

Fund info

Fund house: Tata Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF277K01MN2
ISIN (Div re-invest): —
Fund code: 119053
First price on record: 2 Jan 2013 · 3,363 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.