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| Field | Tata Aggressive Hybrid Fund -Direct Plan- Growth Option Tata Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.9/10 · Below Average |
| Fund house | Tata Mutual Fund |
| Category | Hybrid Scheme - Aggressive Hybrid Fund · aggressive_hybrid |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹4.0K Cr |
| Morningstar | 3★ |
| Performance returns | |
| 1Y return | +1.43% |
| 3Y return (CAGR) | +10.94% |
| 5Y return (CAGR) | +12.12% |
| 10Y return (CAGR) | +10.91% |
| Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| Category avg 1Y | +1.87% |
| SIP returns | |
| SIP 1Y | -3.37% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 10.38% |
| Sharpe ratio (1Y) | -0.49 |
| Sharpe ratio (3Y) | 0.43 |
| Sortino ratio (1Y) | -0.48 |
| Max drawdown (1Y) | -12.62% |
| Category rank (1Y) | #3 of 5 |
| Quartile (1Y) | Q3 |
| Costs | |
| Expense ratio | 0.98% |
| Exit load | 0 - 30 Days : 0.5 % |
| Portfolio | |
| NAV | ₹464.86 |
| Min SIP | ₹100 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | Equity-taxation if >65% equity, else slab |
| Lock-in period | None |