Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_119053

Tata Aggressive Hybrid Fund -Direct Plan- Growth Option

Hybrid Scheme - Aggressive Hybrid Fund

Back to Home
End Amount
₹47,327.20
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.89%
MF_119053 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.72%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.76
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.76
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 50% 14% 24%
60 days 51% 10% 15%
90 days 49% 9% 11%
180 days 49% 7% 7%
1Yr 45% 6% 5%
3Yr 32% 5% 3%
5Yr 26% 2% 2%
7Yr 20% 1% 2%
10Yr 36% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Aggressive Hybrid Fund -Direct Plan- Growth Option Nifty 50
30 days -12.4% | -51.6% | 15.9% | 139.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -30.6% | -38.1% | 15.4% | 99.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.1% | -32.2% | 14.7% | 90.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.4% | -9.4% | 9.7% | 54.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.0% | 0.7% | 12.7% | 24.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.1% | 3.4% | 11.8% | 19.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 10.8% | 9.0% | 12.0% | 14.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.5% | 9.6% | 12.2% | 15.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 May 16, 2013 121 days 8% Nifty 50: 9% 10054 9259 10075
May 17, 2013 Oct. 10, 2013 146 days 12% Nifty 50: 14% 10109 8922 10110
April 13, 2015 Aug. 18, 2015 127 days 8% Nifty 50: 10% 17894 16472 17898
Aug. 19, 2015 July 6, 2016 322 days 14% Nifty 50: 18% 17952 15389 17962
Oct. 5, 2016 March 15, 2017 161 days 9% Nifty 50: 9% 19356 17581 19360
Jan. 23, 2018 April 16, 2019 448 days 11% Nifty 50: 9% 22504 20034 22631
June 3, 2019 Nov. 21, 2019 171 days 8% Nifty 50: 11% 23348 21431 23357
Jan. 24, 2020 Nov. 7, 2020 288 days 29% Nifty 50: 38% 23752 16900 23926
March 3, 2021 May 26, 2021 84 days 6% Nifty 50: 6% 28872 27164 28965
Oct. 18, 2021 Jan. 12, 2022 86 days 7% Nifty 50: 10% 34067 31628 34117
Jan. 17, 2022 Aug. 13, 2022 208 days 12% Nifty 50: 16% 34302 30155 34472
Dec. 14, 2022 May 26, 2023 163 days 7% Nifty 50: 9% 36475 33970 36487
Sept. 15, 2023 Dec. 1, 2023 77 days 5% Nifty 50: 7% 39394 37271 39536
Sept. 26, 2024 Dec. 20, 2025 450 days 14% Nifty 50: 15% 50926 43723 51106
Jan. 2, 2026 Oct. 30, 2026 301 days 13% Nifty 50: 15% 51523 45021 47327