₹ 484.53
as on 01 Sept 2025Balanced funds also known as Hybrid funds invest in combination of debt & equity instruments to provide a portfolio which combines the growth opportunities of equity & steady income from the debt. It also helps in a diversified portfolio which is lower in volatility as compared to equity funds & also provides potentially higher return opportunities than debt funds.
Tata Aggressive Hybrid Fund aims at seeking a combination of equity & debt investments which optimize the returns of the portfolio and at the same time manages the volatility of fund. The scheme actively manages the combination of the equity & debt investments depending upon the existing market conditions & outlook. It aims to seek an optimum combination of capital appreciation & income opportunities.
1. On or before 30 days from the date of allotment: 0.50%.
2. After 30 days from the date of allotment: NIL.
₹100
₹ 10 Lakhs
Worth of investments in last
This Fund
₹ 1222.87
4.11 %
CRISIL Hybrid 35+65 Aggressive Index
₹ 1233.33
5.96 %
Nifty 50 TRI
₹ 1231.57
5.65 %
Key Measures** | Fund | Benchmark |
---|---|---|
Standard Deviation | 9.97 | 8.84 |
Sharp Ratio | 0.71 | 0.85 |
Portfolio Beta | 1.07 | NA |
R Squared | 0.95 | NA |
Treynor | 0.56 | NA |
Jenson | -0.08 | NA |
Portfolio Macauley Duration | |
Modified Duration | |
Average Maturity | |
YTM* | NA |
Current value of ₹10,000 invested | ||||||
---|---|---|---|---|---|---|
Annualized (%) | CRISIL Hybrid 35+65 Aggressive IndexBenchmark(%) | Nifty 50 TRIAdditional Benchmark(%) | Annualized (%) | CRISIL Hybrid 35+65 Aggressive IndexBenchmark(%) | Nifty 50 TRIAdditional Benchmark(%) | |
Since Inception | 13.51% | 12.47% | 13.38% | ₹49,253 | ₹43,884 | ₹48,568 |
Last 5 Years | 17.44% | 15.67% | 18.88% | ₹22,352 | ₹20,712 | ₹23,751 |
Last 3 Years | 13.91% | 13.44% | 14.29% | ₹14,794 | ₹14,612 | ₹14,946 |
Last 1 Year | -0.36% | 2.07% | 0.54% | ₹9,964 | ₹10,207 | ₹10,054 |
Managing since 01 Apr 2017
Managing since 01 Nov 2019
Investors understand that their principal will be atVery High
Matrix data is not available.
What is Tata Aggressive Hybrid Fund?
What is the difference between a balanced hybrid and an aggressive hybrid?
Is it safe to invest in Tata Aggressive Hybrid Fund?
How does Tata Aggressive Hybrid Fund allocate its investments?
What is the equity debt ratio in Tata Aggressive Hybrid Fund?
Who should invest in Tata Aggressive Hybrid Fund?
What are the advantages of Tata Aggressive Hybrid Fund?
What is the risk level of Tata Aggressive Hybrid Fund?
What is the minimum SIP and lump sum amount for Tata Aggressive Hybrid Fund?
How to invest in Tata Aggressive Hybrid Fund online?
Scheme Summary Document (SSD)