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) | ₹4131 Cr | ₹2749 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 | 1.53% | 1.13% |
6 Month | 4.43% | 6.3% |
1 Year | 0.73% | 4.69% |
3 Year | 14.21% | 19.85% |
5 Year | 16.63% | 20.62% |
SIP Return Analysis
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.98% | 6.37% |
1 Year | 4.99% | 10.29% |
3 Year | 11.47% | 17.61% |
5 Year | 12.62% | 17.55% |
Rolling Lumpsum Returns
Scheme Name | Tata Aggressive Hybrid 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% |
Risk Management
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 9.99% |
Sharp | 0.9% | 1.36% |
Beta | 1.12% | 1.04% |
Alpha | -1.2% | 3.91% |
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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 | 28.88 | 28.49 |
Large Cap | 57.62 | 48.13 |
Small Cap | 7.03 | 6.84 |
Mid Cap | 6.47 | 16.54 |
Sector Allocation
Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.88 | 24.28 |
Energy | 6.39 | 3.03 |
Technology | 4.84 | 9.35 |
Consumer Defensive | 6.39 | 4.92 |
Industrials | 7.76 | 8.57 |
Financial Services | 20.76 | 23.41 |
Healthcare | 4.23 | 8.44 |
Basic Materials | 5.03 | 5.11 |
Consumer Cyclical | 6.63 | 6.24 |
Communication Services | 5.72 | 4.41 |
Real Estate | 0.91 | 0.01 |
Utilities | 2.46 | 2.21 |
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