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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.22% | -0.75% |
| 6 Month | 3.8% | 2.74% |
| 1 Year | 2.62% | 4.13% |
| 3 Year | 10.72% | 15.96% |
| 5 Year | 13.42% | 16.88% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.9% | 1.51% |
| 1 Year | 11.65% | 10.19% |
| 3 Year | 10.39% | 13.9% |
| 5 Year | 11.26% | 14.99% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.65% |
| Sharp | 0.53% | 0.94% |
| Beta | 1.16% | 1.08% |
| Alpha | -1.43% | 2.94% |
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 | 27.05 | 30.2 |
| Large Cap | 54.4 | 47.44 |
| Small Cap | 11.61 | 8.45 |
| Mid Cap | 6.93 | 13.91 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.46 | 24.14 |
| Energy | 5.79 | 2.87 |
| Technology | 6.06 | 8.47 |
| Consumer Defensive | 8.97 | 4.12 |
| Industrials | 7.59 | 6.38 |
| Financial Services | 19.18 | 22.99 |
| Basic Materials | 6.2 | 5.65 |
| Consumer Cyclical | 8.13 | 8.29 |
| Healthcare | 4.19 | 9.37 |
| Communication Services | 5.87 | 4.12 |
| Real Estate | 0.78 | 0.96 |
| Utilities | 1.78 | 2.65 |
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