Edelweiss Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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Edelweiss 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	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4156 Cr	₹3317 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Jan 1996	12 Aug 2009
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%	81%
Expense Ratio	1.92	1.95
Manager	Murthy Nagarajan	Dhawal Dalal
ISIN Code	INF277K01303	INF754K01202
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	Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	0.84%	-0.15%
6 Month	4.24%	2.83%
1 Year	2.23%	4.38%
3 Year	10.69%	15.8%
5 Year	13.87%	17.16%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	3.08%	2.22%
1 Year	11.96%	11.73%
3 Year	10.77%	14.81%
5 Year	11.6%	15.63%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	12.9%	9.88%
3 Year	14.6%	13.33%
5 Year	15.33%	12.08%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.21%	9.66%
Sharp	0.61%	1.01%
Beta	1.16%	1.08%
Alpha	-1.3%	3.02%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Murthy Nagarajan	Dhawal Dalal
Total AUM	₹18015 Cr	₹25974 Cr
Funds Managed	11	12
	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.43	30.2
Large Cap	52.17	47.44
Mid Cap	9.2	13.91
Small Cap	13.2	8.45

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.43	24.14
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	-
Communication Services	-	4.12
Energy	-	2.87
Utilities	-	2.65
Technology	-	8.47
Consumer Cyclical	-	8.29
Industrials	-	6.38
Consumer Defensive	-	4.12
Basic Materials	-	5.65
Healthcare	-	9.37
Financial Services	-	22.99
Real Estate	-	0.96