Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Latest NAV (2026-11-09)

₹439.4363

AMFI Code / ISIN

100414 / INF277K01303

Category Peer Standing

#59 of 93 ranked peers in Open Ended Schemes ( Hybrid Scheme - Aggressive Hybrid Fund ) by 3Y Sortino

Historical Track

2006-04-03 to 2026-11-09 (5,074 daily observations)

Expense Ratio (TER)

Data unavailable (published only when verified against AMC statutory disclosures)

SEBI Riskometer

Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR

-1.05% p.a.

3Y CAGR

+8.23% p.a.

5Y CAGR

+7.13% p.a.

10Y CAGR

+9.13% p.a.

Since Inception CAGR

+11.62% p.a.

Sortino Ratio (3Y)

0.22

Sharpe Ratio (3Y)

0.16

Calmar Ratio

0.16

Annualized Volatility (3Y)

+10.53%

Maximum Drawdown

-51.61%

1Y / 3Y / 5Y Rolling Mean CAGR

+14.00% / +12.92% / +12.69%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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