Axis Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4156 Cr	₹1581 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

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	0.84%	-0.1%
6 Month	4.24%	3.15%
1 Year	2.23%	2.64%
3 Year	10.69%	10.61%
5 Year	13.87%	11.08%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	3.08%	2.82%
1 Year	11.96%	12.15%
3 Year	10.77%	11.96%
5 Year	11.6%	10.55%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	12.9%	11.37%
3 Year	14.6%	11.26%
5 Year	15.33%	12.47%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.21%	9.91%
Sharp	0.61%	0.46%
Beta	1.16%	1.11%
Alpha	-1.3%	-2.30%

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

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.43	27.98
Large Cap	52.17	52.78
Mid Cap	9.2	9.94
Small Cap	13.2	9.3

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.43	23.88
Petroleum Products	5.19	-
IT - Software	6.06	-
Personal Products	1	-
Construction	4.78	-
Diversified FMCG	4.13	-
Banks	17.05	-
Consumer Durables	1.59	-
Agricultural Food & other Products	2.54	-
Automobiles	4.75	-
Pharmaceuticals & Biotechnology	4.19	-
Telecom - Services	5.87	-
Beverages	1.92	-
Realty	0.78	-
Gas	0.74	-
Industrial Products	1.05	-
Auto Components	1.51	-
Cement & Cement Products	3.45	-
Transport Infrastructure	1.77	-
Fertilizers & Agrochemicals	1.92	-
Insurance	0.88	-
Finance	1.26	-
Power	1.04	-
Retailing	1.1	-
Energy	-	6.08
Technology	-	8.84
Healthcare	-	6.94
Industrials	-	9.27
Financial Services	-	24.29
Consumer Defensive	-	2.36
Basic Materials	-	3.42
Real Estate	-	2.01
Consumer Cyclical	-	7.45
Utilities	-	2.01
Communication Services	-	3.46