Edelweiss Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3997 Cr	₹2371 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 Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	0.99%	1.59%
6 Month	-2.21%	0.58%
1 Year	3.46%	8.61%
3 Year	15.28%	20.24%
5 Year	17.84%	21.51%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	4.59%	5.8%
1 Year	2.65%	7.41%
3 Year	11.27%	17.38%
5 Year	12.6%	17.48%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.37%	10.25%
3 Year	13.58%	12.61%
5 Year	13.94%	11.94%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.21%	9.903%
Sharp	0.75%	0.882%
Beta	1.09%	1.029%
Alpha	-0.22%	3.399%

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Scheme Name	Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.65	28.42
Large Cap	58.39	50.97
Mid Cap	7.36	15.41
Small Cap	7.6	5.21

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.65	28.01
Petroleum Products	6.16	-
IT - Software	4.82	-
Personal Products	0.85	-
Construction	4.25	-
Diversified FMCG	3.17	-
Banks	20.42	-
Pharmaceuticals & Biotechnology	4.51	-
Automobiles	3.82	-
Telecom - Services	5.47	-
Beverages	2.21	-
Industrial Products	1.26	-
Realty	0.74	-
Gas	0.81	-
Transport Services	0.39	-
Auto Components	1.41	-
Finance	3.44	-
Cement & Cement Products	2.5	-
Transport Infrastructure	1.51	-
Fertilizers & Agrochemicals	2.03	-
Power	1.75	-
Insurance	0.93	-
Retailing	0.9	-
Energy	-	4.7
Utilities	-	3.93
Technology	-	7.17
Consumer Cyclical	-	8.63
Healthcare	-	11.34
Industrials	-	5.43
Consumer Defensive	-	3.77
Basic Materials	-	2.49
Financial Services	-	21.01
Communication Services	-	2.7
Real Estate	-	0.82