Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option

Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option lags behind most of its peers in the Aggressive Hybrid Fund category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 39/100.

Cost: At 0.98%, the expense ratio is roughly in line with the Aggressive Hybrid Fund category average of 0.98% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.0 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 18.33% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.