Tata Mutual Fund · Direct Growth · SEBI Category: Aggressive Hybrid
Tata Aggressive Hybrid Fund is managed by Tata Asset Management — the asset management arm of the Tata Group, one of India's most trusted and respected conglomerates. The fund invests 65-80% in equity and 20-35% in high-quality debt. The Tata brand brings institutional trust while Murthy Nagarajan's well-regarded fixed income expertise adds a meaningful quality advantage in the debt component.
The combination of equity growth potential and Murthy Nagarajan's conservative, high-quality fixed income management makes Tata Aggressive Hybrid Fund particularly attractive for investors who value both components of the portfolio receiving expert attention. Nagarajan's track record in managing conservative, capital-preserving debt portfolios complements the equity growth objective.
Sonam Udasi manages the equity component of Tata Aggressive Hybrid Fund applying a research-driven approach to quality stock selection across the 65-80% equity allocation. Murthy Nagarajan, Head of Fixed Income at Tata MF, manages the debt sleeve — bringing his well-regarded fixed income expertise to the 20-35% debt component. Nagarajan is one of India's most respected debt fund managers.
For current co-manager details and full biography, refer to the latest Tata Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| DSP Aggressive Hybrid Fund | ₹384.44 | ₹10.4K Cr Jan–Mar 2026 | -4.1% | +12.6% p.a. | +10.7% p.a. | 0.77 |
| Kotak Aggressive Hybrid Fund | ₹74.24 | ₹8.1K Cr Jan–Mar 2026 | +4.1% | +14.5% p.a. | +13.2% p.a. | 0.80 |
| UTI Aggressive Hybrid Fund | ₹425.84 | ₹5.2K Cr Jan–Mar 2026 | -0.5% | +13.4% p.a. | +12.9% p.a. | 0.83 |
| Nippon India Aggressive Hybrid Fund | ₹116.94 | ₹3.6K Cr Jan–Mar 2026 | +1.0% | +12.9% p.a. | +12.4% p.a. | 0.73 |
| Tata Aggressive Hybrid Fund ▲ | ₹480.67 | ₹3.4K Cr Jan–Mar 2026 | -0.3% | +9.5% p.a. | +10.3% p.a. | 0.39 |
Calculated from 2,566 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how Tata Aggressive Hybrid FundOption ranks against other Aggressive Hybrid funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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