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Edelweiss Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹4025 Cr | ₹3045 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.48% | 0.59% |
| 6 Month | 8.21% | 10.22% |
| 1 Year | -0.92% | 2.31% |
| 3 Year | 12.64% | 18.08% |
| 5 Year | 15.41% | 19.59% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.57% | 1.98% |
| 1 Year | 7.78% | 11.27% |
| 3 Year | 10.09% | 15.34% |
| 5 Year | 11.29% | 15.9% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.1% | 10.04% |
| 3 Year | 13.58% | 13.02% |
| 5 Year | 14.04% | 12.03% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.73% |
| Sharp | 0.59% | 1.03% |
| Beta | 0.13% | 1.09% |
| Alpha | 5.03% | 3.37% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.55 | 32.35 |
| Large Cap | 52.09 | 45.84 |
| Small Cap | 11.24 | 7.21 |
| Mid Cap | 8.12 | 14.61 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.44 | 26.39 |
| Energy | 4.91 | 2.67 |
| Technology | 4.87 | 9.24 |
| Consumer Defensive | 9.47 | 4.23 |
| Industrials | 7.72 | 7.3 |
| Financial Services | 18 | 21.93 |
| Healthcare | 4.86 | 8.77 |
| Basic Materials | 6.69 | 4.93 |
| Consumer Cyclical | 8.11 | 7.24 |
| Communication Services | 5.52 | 4.42 |
| Real Estate | 0.85 | 0.31 |
| Utilities | 1.55 | 2.56 |
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