Tata Hybrid Funds
Updated June 2026 · 15 active funds · data from AMFI NAVs
Tata runs 15 hybrid mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Tata's hybrid line-up like for like - it is analysis, not advice. For how every hybrid fund in India compares, see the full category page.
100% of the 5 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Tata Multi Asset Allocation Fund Tata | +6.37% | +14.78% | +13.43% | 0.85 | -10.3% | 0.66% | ₹4.9K Cr |
| 2 | Tata Equity Savings Fund Tata | +7.54% | +10.58% | - | 0.54 | -4.4% | 0.58% | ₹151 Cr |
| 3 | Tata Balanced Advantage Fund Tata | +0.85% | +9.84% | +9.84% | 0.48 | -8.4% | 0.54% | ₹9.4K Cr |
| 4 | Tata Aggressive Hybrid Fund Tata | -2.07% | +9.31% | +9.77% | 0.41 | -14.1% | 1.39% | ₹3.4K Cr |
| 5 | Tata Arbitrage Fund Tata | +6.67% | +7.66% | +6.73% | - | -0.3% | 1.55% | ₹20.7K Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.