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Axis Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4091 Cr | ₹1570 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Jan 1996 | 09 Aug 2018 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 4.76% | 0.0% |
| Expense Ratio | 1.92 | 2.16 |
| Manager | Murthy Nagarajan | R Sivakumar |
| ISIN Code | INF277K01303 | INF846K01E90 |
| Exits Load | Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.75% | -1.66% |
| 6 Month | 5.76% | 7% |
| 1 Year | -0.78% | 3.01% |
| 3 Year | 10.93% | 9.64% |
| 5 Year | 15.76% | 13.35% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.66% |
| 1 Year | 0.98% | 3.06% |
| 3 Year | 9.34% | 10.69% |
| 5 Year | 11.18% | 10.01% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.2% | 12.71% |
| 3 Year | 13.63% | 11.39% |
| 5 Year | 14% | 12.32% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.97% | 9.92% |
| Sharp | 0.61% | 0.46% |
| Beta | 1.10% | 1.08% |
| Alpha | -1.11% | -2.51% |
Fund Managers
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Murthy Nagarajan | R Sivakumar |
| Total AUM | ₹18015 Cr | ₹9709 Cr |
| Funds Managed | 11 | 10 |
| Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.95 | 27.41 |
| Large Cap | 53.5 | 50.35 |
| Small Cap | 9.99 | 11.49 |
| Mid Cap | 8.56 | 10.75 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.95 | 22.6 |
| Energy | 4.93 | 5.21 |
| Technology | 4.44 | 7.75 |
| Consumer Defensive | 9.47 | 1.94 |
| Industrials | 7.48 | 8.98 |
| Financial Services | 19.62 | 25.09 |
| Healthcare | 4.76 | 7.28 |
| Basic Materials | 5.76 | 5.22 |
| Consumer Cyclical | 6.8 | 7.98 |
| Communication Services | 5.55 | 4.03 |
| Real Estate | 0.91 | 2.05 |
| Utilities | 2.34 | 1.86 |
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