Tata Aggressive Hybrid Fund Direct Growth
Scheme code: INF277K01MN2
NAV value:
₹ 461.5175
NAV date: 19 March, 2026
TER: 0.97%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -23.28 | 66.69 | 10.47 | 15.14 | 11.16 |
| 3 year | -4.52 | 27.36 | 13.09 | 13.03 | 16.89 |
| 5 year | -0.56 | 22.27 | 12.32 | 12.46 | 14.46 |
| 7 year | 7.92 | 15.65 | 12.03 | 11.86 | 12.61 |
| 10 year | 9.46 | 15.62 | 13.25 | 12.83 | 13.61 |
| 12 year | 12.83 | 15.15 | 14.11 | 14.12 | 14.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,74,352 - Absolute Returns: ₹74,352 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,11,032 - Absolute Returns: ₹7,11,032 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,65,738 - Absolute Returns: ₹21,65,738 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,29,84,164 - Absolute Returns: ₹45,84,164 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,30,47,596 - Absolute Returns: ₹1,10,47,596 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,16,31,438 - Absolute Returns: ₹1,72,31,438 - CAGR: %Drawdown Metrics
Max Drawdown
-28.85 %
Drawdown Duration
2 months
Recovery Time
8 months
Avg Drawdown
-3.39 %
Calmar Ratio by Duration
1
Y
0.5249
3
Y
0.4517
5
Y
0.432
7
Y
0.4112
10
Y
0.4448
12
Y
0.4895